Trainee/Service Executive for Equity Dealing/MF operations

7 days ago

Haryana, India Aadi Wealth MF Services Pvt. Ltd. Full time ₹ 4,00,000 - ₹ 8,00,000 per year

You will be responsible for executing client orders and handling back office work related to Equities and Mutual Fund. Your role will require you to have a basic understanding of capital markets, effective communication skills, and attention to detail. Key Responsibilities: - Execute buy/sell orders for clients on various exchanges such as NSE/BSE. - Monitor real-time market activities and provide clients with timely updates and insights. - Maintain accurate records of trades and client interactions in adherence to SEBI and exchange regulations. - Assist clients with inquiries regarding trading platforms, order status, etc. - Support in the process of new account openings and onboarding of trading clients. - Keep track of client records, generate reports, and maintain MIS. - Process mutual fund transactions including purchases, redemptions, switches, and SIPs. - Manage day-to-day operations and administrative tasks related to mutual fund investments. Qualification Required: - Bachelor's degree is preferred.,

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