Research Executive

Athachi Finserv

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

• Experience

  2 - 8 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  research executive

• Industry Type

  Recruitment Consulting / Staffing Services

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office