0.0 - 4.0 years

1 - 3 Lacs

Agra

Work from Office

-Advise client about trading -Handling clients via providing recommendations and trading related services. -Handling and meeting clients and giving training on How to trade Online through various Trading Applications. -Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls -Provide insights, updates, and recommendations based on market movements and analysis. -Evaluate financial risks and decide on trading based on available data. -Attain thorough knowledge about stock market terms and trading practices. -Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. -Communicate with clients to understand their investment preferences, risk appetite, and financial objectives. -Maintain accurate records of client interactions, transactions, and compliance documentation. -Generate regular reports for management and clients summarizing portfolio performance. -Suggest portfolio rebalancing strategies to align with market conditions and client goals.

Posted 1 month ago

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