Ckredence Wealth Management

Vesu, Surat

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Bachelor's degree in Finance, Commerce, or a related field.Mandatory: NISM Series VIII - Equity Derivatives Certification.;

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Atlest 1 year of experience in ODIN softwareMandatory: NISM Series VIII - Equity Derivatives Certification.