Female Executive

6 days ago

Mumbai Maharashtra, India Devmani Traders Pvt Ltd Full time

**Company Name & Location**: Devmani Traders Pvt Ltd Fort, Mumbai

**Eligibility**: Minimum graduate, NISM-Series-VIII: Equity Derivatives Certification; NISM-Series-V-A: Mutual Fund Distributors Certification; Preferably CFA Level I/II or CFP

**Experience**: 0-1

**Salary**: 15K-20K

**Contact Person: Smruti Dalvi**

**Responsibilities**:

- Trading for Client(Dealing)
- Maintaining updated knowledge about Financial markets & current events.
- Opening Demat & Trading Account for Individual Clients through online portal as well as processing physical forms of Non-individual Clients (HUF, Partnership Firm, Corporate)
- Implementing KYC validation process
- Oversee the processing of Mutual Fund transactions, including Purchases, Redemptions & Switch through offline & Online mode.
- Processing of SIP transactions & assist clients in adding SIP biller though their Net banking
- Transaction Processing for Capital Gain Bonds & Corporate FD's
- Implementation of Transmission Process
- Co-ordination with AMC & RTA
- Explain & Update the clients about the new products and services through calls & mailers.
- Coordinating with the clients for their respective Equity & MF Portfolio reviews.
- Handling of Mutual Fund software & Knowledge of mutual funds, equity markets, insurance and other financial instruments thereby analyzing and assessing market information.
- Empanelment Process with Mutual Fund Houses
- Tracking quarterly performance of Mutual Funds for client recommendation.
- Preparing financial plans **and Retirement Solutions** for individuals.

**Requirements**:

- Good experience and excellent verbal and written communication skills.
- Strong analytical skills, attention to detail, and a deep understanding of financial markets and regulations.
- Strong knowledge of financial planning principles, investment strategies, and risk management.
- Excellent analytical and problem-solving skills.
- Ability to effectively communicate complex financial concepts to clients.
- Knowledge of buying and selling shares in terminal.
- Excellent knowledge of **MS Office including MS Word, Excel, and PowerPoint.**
- Training will be provide for Freshers

Pay: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Food provided

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

Work Location: In person

Application Deadline: 20/04/2025

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