Desired Candidate Profile:
• Accurate & Timely execution of orders on terminal on behalf of the clients
• Should have a basic idea of operating Trading Terminal
• Well versed with Share Broking industry
• Thorough knowledge of all NSE/ BSE Rules & Regulations
• Knowledge of Mutual Funds/Financial Products /Equity /Derivatives / Broking /Securities Market
• Maintaining Trading logs and Net positions of clients on a daily basis (at end of the day)
• Updating the client portfolios on a daily basis
• Managing RMS to track clients’ margins
• Ensuring data confidentiality
• Client Relationship involves:
• Acquisition of clients, meeting and engaging them in trade operations
* Providing debit/credit balance to the client.
* Resolving all the queries of the client.
* Sharing the back office Ledger reports, Holding reports and Global reports with the
clients.
* Executing the Purchase and Redemption of Mutual fund units using NSE/BSE-
MF platform.
* Preparing and sending mailers for Buyback, IPO and Rights etc. to the clients.
* Providing seamless support to our clients to help them understand mobile trading
interface and encourage the clients to use it.
• Keen in gaining/upgrading knowledge of market news, financial trends and current affairs
• Downloading, uploading various files from FTP and accordingly uploading on company’s software.
• Checking disabled and enabled data in turn updating on software.
• Resolving clients queries with respect to Margin and trading terminal.
• Reading circular inspections, trading and clearing subscribed on NSE/BSE site.
• Downloading client’s ledger, monthly bills of NSE & BSE and maintaining tracker for the same.
• Daily reporting of margin to Exchange-Currency, Cash and derivatives.
• Miscellaneous, If any.
Skills required:
• Should be certified in NISM / NCFM for Dealer’s module (or be willing to take the exam immediately)
• Strong Communication skills (Written and Verbal)
• Knowledge of MS Excel, Word and Power