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Investment Dealer (1-3 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
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. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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