Senior Stock Relationship Manager Back Office

Discipline Wealth Management

Roles and Responsibilities:

• Trades in retail clients execute bulk order trades in PMS clients

• Give back office reports to clients

• Do bidding for IPOs.

• Providing regular updates to clients regarding the status of their investment portfolios.

• Informing clients of new investment opportunities within the stock market.

• Sourcing new clients through networking and cold calling.

• A/C opening/KYC

• Handling of IPOs

• Handling back office operation

• Communicate with on daily basis

• Demit trade transfer

• Handling client query

Requirements:

• Bachelor’s degree in finance, accounting, business or related field.

• Should have sound knowledge of how financial markets operate.

• Proficient in Excel and mathematics.

• The ability to evaluate complex information.

• Strong analytical skills.

• Excellent negotiation skills.

• The ability to work under pressure.

• The ability to work long hours at times when needed.

• Experience

  2 - 4 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree

• Role

  Stock Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office