Equity Dealer/ Equity Relationship Specialist
2 weeks ago
Roles and Responsibilities
- Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement.
- Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading.
- Prepare reports using Excel and PowerPoint to present findings and recommendations to clients.
Ensure compliance with regulatory requirements by adhering to NRI guidelines.
Accurate and timely execution of orders on terminal.
- Revenue generation and activation of inactive clients
- Managing client portfolio and solving client queries.
- Overall achieving business targets and enhancing client relationships.
- Interested candidates can share CV to or whatsapp
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Equity Dealer
2 weeks ago
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