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:

Bachelors 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