Junior Stock Relationship Manager Back Office

Discipline Wealth Management

0 - 1 Years
2 Openings
Not Disclosed
Face-to-Face interview
Rajkot

Key Skills

Back Office Executive Backend Computer Operator Data Entry Operator

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Job Description

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:

• bachelor’s 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.