
Financial Dealer
1 week ago
-Advise client about trading
-Handling clients via providing recommendations and trading related services.
-Handling and meeting clients and giving training on How to trade Online through various Trading Applications.
-Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls
-Provide insights, updates, and recommendations based on market movements and analysis.
-Evaluate financial risks and decide on trading based on available data.
-Attain thorough knowledge about stock market terms and trading practices.
-Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions.
-Communicate with clients to understand their investment preferences, risk appetite, and financial objectives.
-Maintain accurate records of client interactions, transactions, and compliance documentation.
-Generate regular reports for management and clients summarizing portfolio performance.
-Suggest portfolio rebalancing strategies to align with market conditions and client goals
Job Type: Full-time
Pay: ₹12, ₹18,000.00 per month
Benefits:
- Provident Fund
Work Location: In person
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