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23/01 tamana
Talent Acquisition at Ace talent consulting

Views:3 Applications:1 Rec. Actions:Recruiter Actions:0

Investment Dealer (1-3 yrs)

Mumbai Job Code: 360945

Key Responsibilities:

Client Relationship Management:

- Build and maintain relationships with clients to understand their financial objectives and recommend appropriate investment strategies.

- Provide clients with timely market information, insights, and updates on their portfolios.

- Address client queries, resolve issues, and ensure a high level of customer satisfaction.

Trading and Execution:

- Execute client orders in the securities market, including equities, bonds.

- Monitor market trends, economic news, and events that may affect client positions.

- Actively participate in trading activities, ensuring optimal execution at competitive prices.

Market Research and Analysis:

- Stay current on financial market developments, including trends, regulations, and news impacting investments.

- Provide clients with relevant analysis and reports on market conditions, investment opportunities, and risks.

- Identify and evaluate investment opportunities in line with client goals and risk profiles.

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