Equity Advisor

Swastik Investments

2 - 4 Years
2 Openings
Not Disclosed
Mukund Nagar Pune

Key Skills

Portfolio Management Demat Equity Research

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Job Description

Execute the orders on behalf of clients.

Confirmation of trade done by EOD.

Ensure the volume of trade is higher & clients trade frequently.

Promoting research calls to increase volume & frequently.

Daily processing & confirmation of trades.

Punch orders for clients on NSE/ BSE terminals.

Monitor client exposure limits.

Solving queries of the customers.

Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.

Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)

Experience : 2 - 4 Years

No. of Openings : 2

Education : Any Bachelor Degree, B.Com

Role : Equity Advisor

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Swastik Investments

At Swastik, he leads business Consultancy practices along with overall business development areas. Since Inception of Swastik, he has been instrumental in building client relationship. He has garnered his support and professional knowledge in setting up and adding multiple products & services under the Swastik brand portfolio.

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