Junior 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 : 0 - 1 Years

No. of Openings : 2

Education : Professional Degree, Any Bachelor Degree

Role : Back Office Executive

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India