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.