Urgent Requirement for a Client Services and Trade Execution in Tardeo, Mumbai

Job Description:

Responsibilities:
1) Develop and maintain strong relationships with existing and prospective clients in the stock market segment.

2) Educate clients on various investment products, market trends to help them make informed decisions.

3) Stock reconciliation and trade verification.

4)Traveling to clients' locations for document collection and processing.

5) Inform clients about a particular mail they have received and what does that mean and will it have any impact on their demat account or not.

6) Proactively identify opportunities to cross-sell other financial products and services offered by the company.

7) Execute trades on behalf of clients and ensure timely and accurate order execution.

8) Maintain accurate records of client interactions, transactions, and account activities in compliance with regulatory requirements.

9) Uphold the highest standards of professionalism, integrity, and ethical conduct in all client interactions.

Qualifications:

• Bachelor’s degree in finance, accounting, economics, or related field.
• Prior experience in a similar role within the financial services industry, with a focus on stock market segment.
• Strong understanding of financial markets and an ability to learn how different investment products work.
• Demonstrated ability to work effectively in a fast-paced and dynamic environment.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.