Account Executive

1 day ago


Remote, India Pulse HRM Full time

**Description**

We are seeking a detail-oriented and proactive Account Executive to join our Sharekhan
franchise. This role involves managing client accounts, handling brokerage adjustments, and executing trades as per client instructions.

**Responsibilities**
- Open new trading and demat accounts for clients and ensure all documentation is
complete.
- Manage and update existing client accounts with high attention to detail.
- Modify brokerage settings as per client requirements.
- Execute trade orders accurately and efficiently.
- Utilize Excel for data tracking, reporting, and analysis related to account
management and brokerage adjustments.
- Provide excellent customer service by addressing client inquiries promptly and
professionally.
- Ensure compliance with regulatory standards and Sharekhan’s policies.

**Qualifications**
- Proficiency in Excel for data management, analysis, and reporting.
- Strong knowledge of the stock market and trading platforms.
- Experience in account management and order execution in a brokerage firm
(preferred).
- Familiarity with Sharekhan’s systems and platforms is a plus.
- Excellent attention to detail and accuracy.
- Good communication skill in **Bengali and Hindi**:

- Good customer service skills.

**Hiring organization**

**Employment Type**
- Full-time**Job Location**
- Remote work possible**Date posted**
- November 29, 2024**Valid through**
- December 31, 2024


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