Client Relationship Executive

The Frontline

Job descriptions can vary depending on the specific role within a brokerage firm, but here's a general description of some common positions:

Stockbroker/Financial Advisor:

Responsibilities:

Provide financial advice to clients and recommend investment products.

Execute trades on behalf of clients.

Monitor and analyze market trends.

Build and maintain client relationships.

Stay informed about financial markets and products.

Research Analyst:

Responsibilities:

Conduct financial research and analysis.

Provide insights on market trends and investment opportunities.

Prepare reports and presentations for clients and internal use.

Stay updated on economic and industry developments.

Operations Specialist:

Responsibilities:

Manage trade settlements and confirmations.

Ensure compliance with regulatory requirements.

Handle account maintenance and documentation.

Collaborate with other departments to facilitate smooth operations.

Compliance Officer:

Responsibilities:

Monitor and enforce compliance with financial regulations.

Develop and implement compliance policies and procedures.

Conduct internal audits and reviews.

Stay informed about changes in regulatory requirements.

Customer Service Representative:

Responsibilities:

Assist clients with account inquiries and problem resolution.

Provide information about products and services.

Process account transactions and updates.

Handle customer inquiries via phone, email, or in-person.

Risk Manager:

Responsibilities:

Identify and assess potential risks to the firm.

Develop and implement risk management strategies.

Monitor and report on risk exposure.

Collaborate with other departments to mitigate risks.

Experience : 1 - 3 Years

No. of Openings : 7

Education : Any Bachelor Degree

Role : Client Relationship Executive

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India