Strategic Stock Trader

1 week ago

Surat Hyderabad Secunderabad Telangana Bengaluru Bangalore, India beBeeInvestment Full time

Job Title: Equity Advisor

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  • Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.
  • Advising clients on stock purchases, sales, and holdings based on market research reports and industry knowledge.
  • Maintaining active client relationships as per defined norms.
  • Reactivating dormant client accounts.
  • Resolving client queries in a timely manner.
  • Managing business records on internal software systems.
  • Collaborating with branches for revenue generation and query resolution.
  • Ensuring compliance with regulatory guidelines and organizational policies.
  • Acquiring high-value PCG clients with minimum investment potential through networking, market intelligence, and referrals from existing clients.
  • Minimum 5 years of experience working with stock broking firms.
  • Knowledge of equity trading, advisory services, investments, mutual funds, PMS, AIF, risk management, and regulations.
">">Key Responsibilities:">
  1. Develop and implement effective strategies for trading and dealing in shares/stocks/equities.
  2. Provide expert advice to clients on stock purchases, sales, and holdings.
  3. Maintain accurate records of business transactions and client interactions.
  4. Ensure compliance with regulatory requirements and organizational policies.
">Requirements:">
  • 5+ years of experience in stock broking or related fields.
  • Strong knowledge of equity trading, advisory services, investments, mutual funds, PMS, AIF, risk management, and regulations.
  • Excellent communication and interpersonal skills.

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