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Trader and financial advisor

2 months ago

Mumbai Suburban, India Menschen Consulting Pvt. Ltd. Full time

Company Overview


Menschen Consulting Pvt. Ltd. is a leading provider of HR solutions to entrepreneurs. We offer a wide range of services including staffing, HR partnering, on-boarding and training, payroll management, and complete HR outsourcing. With 11-50 employees, we are dedicated to delivering exceptional results to our clients.


Job Overview


We are seeking a Trader and Financial Advisor to join our team at Menschen Consulting Pvt. Ltd. This is a full-time position based in Mumbai Suburban, Maharashtra, India. As a Trader, you will be responsible for executing trades, managing portfolios, and monitoring market trends. As a Financial Advisor, you will provide expert financial advice to clients, develop financial plans, and help them achieve their investment goals. This role requires a junior candidate with 1 to 3 years of experience in trading and financial advisory.


Qualifications and Skills


  • Bachelor's degree in Finance, Economics, or related field
  • 1-3 years of experience in trading and financial advisory
  • Strong understanding of financial markets and investment products
  • Excellent analytical and problem-solving skills
  • Ability to work well under pressure and meet tight deadlines
  • Exceptional communication and interpersonal skills
  • Proficiency in financial analysis software and trading platforms
  • Certifications such as Series 7 ,NISM ,are a plus


Roles and Responsibilities


  • Execute trades in accordance with established strategies and risk management guidelines
  • Monitor market trends, news, and events to identify investment opportunities
  • Manage and monitor client portfolios, ensuring optimal performance and risk management
  • Provide expert financial advice to clients, understanding their investment goals and risk tolerance
  • Develop and implement comprehensive financial plans customized to client needs
  • Conduct market research and analysis to identify potential investment products
  • Stay updated with the latest financial and investment trends
  • Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction
  • Collaborate with internal teams to optimize trading strategies and improve overall performance