Equity Dealer for Pune or Indore

Equity Dealer

1 Nos.
96992
Full Time
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.50 LPA
Job Description:
  1. Trade Execution: Execute buy and sell orders for equity securities on behalf of clients in a timely and accurate manner using trading platforms.
  2. Client Management: Develop and maintain strong relationships with clients, understanding their investment objectives, risk tolerance, and preferences.
  3. Portfolio Management: Monitor clients' portfolios, analyze market trends, and recommend investment strategies to achieve their financial goals.
  4. Market Research: Stay updated on market developments, economic indicators, and company news to provide clients with informed investment advice.
  5. Risk Management: Assess and manage risk exposure for clients' portfolios, ensuring compliance with regulatory guidelines and internal policies.
  6. Compliance: Adhere to all relevant regulatory requirements, including Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations.
  7. Reporting: Prepare and present reports on portfolio performance, trading activities, and market insights to clients and management.
  8. Client Education: Educate clients on market dynamics, investment products, and risk management strategies to help them make informed decisions
Company Profile

Our client was established in 2000. With a deep commitment to ethical business practices and customer-centric values, our client laid the foundation for what would become a prominent entity in the financial services industry. His foresight and dedication continue to guide their growth and success.

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