desired candidate profile:
• accurate & timely execution of orders on terminal on behalf of the clients
• should have a basic idea of operating trading terminal
• well versed with share broking industry
• thorough knowledge of all nse/ bse rules & regulations
• knowledge of mutual funds/financial products /equity /derivatives / broking /securities market
• maintaining trading logs and net positions of clients on a daily basis (at end of the day)
• updating the client portfolios on a daily basis
• managing rms to track clients’ margins
• ensuring data confidentiality
• client relationship involves:
• acquisition of clients, meeting and engaging them in trade operations
* providing debit/credit balance to the client.
* resolving all the queries of the client.
* sharing the back office ledger reports, holding reports and global reports with the
clients.
* executing the purchase and redemption of mutual fund units using nse/bse-
mf platform.
* preparing and sending mailers for buyback, ipo and rights etc. to the clients.
* providing seamless support to our clients to help them understand mobile trading
interface and encourage the clients to use it.
• keen in gaining/upgrading knowledge of market news, financial trends and current affairs
• downloading, uploading various files from ftp and accordingly uploading on company’s software.
• checking disabled and enabled data in turn updating on software.
• resolving clients queries with respect to margin and trading terminal.
• reading circular inspections, trading and clearing subscribed on nse/bse site.
• downloading client’s ledger, monthly bills of nse & bse and maintaining tracker for the same.
• daily reporting of margin to exchange-currency, cash and derivatives.
• miscellaneous, if any.
skills required:
• should be certified in nism / ncfm for dealer’s module (or be willing to take the exam immediately)
• strong communication skills (written and verbal)
• knowledge of ms excel, word and power