Dealing Associate

2 days ago

Ahmedabad Gujarat, India PMS Financial services Full time

**ABOUT PMS Financial Services**: PMS Financial services is your new age Wealth Management partner. A dynamic team that carries out cutting edge research. PMS Financial Services cuts through the clutter and ensures clients achieve comprehensive financial security while providing them with an unprecedented understanding of the market.

**Job Title - Dealing Associate**

**Experience: 1-2 years**

**Job Summary**:PMS Financial Services is looking to hire a **Dealing Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business.

**Roles & Responsibilities**:

- Communicating trading calls and investing ideas to customers.
- Ability to work on Moneymaker, ODIN & similar trading Platforms.
- Should be able to run & manage Back-office software.
- Microsoft office proficient.
- To trade on behalf of clients, keeping them informed about the rates, research information and market outlook, order & trade details and confirmation.
- Thorough knowledge of all exchange rules, regulations & compliances.
- Ability to advice the clients from time to time based on the research calls.
- Identify new streams for revenue and maintain cordial relationship with existing clients.
- Developing relationship with clients and generating leads through references.
- Cross selling third party products (MF).

**Requirements & Skills**:

- Should have basic understanding of the Financial Markets
- Equity, Mutual Funds & Debt
- Strong Excel skills and problem-solving attitude
- Excellent communication skills
- Aptitude for fostering positive relationships
- Teamwork and leadership skills
- Result - oriented mind set

**Salary**: ₹240,000.00 - ₹360,000.00 per year

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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