this is a full-time on-site role as a relationship manager cum dealer in unlisted & pre-ipo shares. the position is located in mumbai, maharashtra. responsibilities include:
1. client relationship management:
- build and maintain strong client relationships.
2. market research:
- stay updated on market trends and conduct thorough research on potential investments.
3. due diligence:
- assess the financial health and risks of companies offering unlisted or pre-ipo shares.
4. product knowledge:
- possess in-depth knowledge of unlisted securities and pre-ipo shares.
5. transaction execution:
- facilitate smooth buying and selling of shares.
6. risk management:
- manage and mitigate risks associated with investments.
7. compliance and regulatory adherence:
- ensure compliance with laws and regulations.
8. communication:
- keep clients informed about market developments and regulatory changes, providing them with guidance regarding unlisted and pre-ipo shares, executing trades on behalf of customers.
9. customer education:
- conduct educational sessions to enhance client understanding.
10. networking:
- build a network of industry contacts.