Responsibilities:
Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.
Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.
Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.
Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.
Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.
Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.
Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.
Qualifications: -
Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock Market
Knowledge of financial markets, investment products, and trading platforms.
Proficiency in using stock market terminal systems and trading software.
Experience:
Operational Excellence
Account Management
Market Analysis and Research
Relationship Manager
Mutual Fund Sales Representative
Financial Consultant
2 - 8 Years
10 Openings
0.8-0.9 Lac/Yr
Face-to-Face interview
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