Responsibility & Knowledge:
- Introduce clients to the services offered, trading platforms, and account features.
- Understanding Client Queries and Requirements: Engage with clients to understand their investment goals,.risk tolerance, and financial status.
- Regularly interact with clients to stay informed about their evolving needs.
and provide market insights.
- Address and resolve client queries promptly, offering accurate and relevant. information.
- New Trading Patterns and Strategies: Stay informed about new trading patterns, technologies, and market. strategies.
- Create and implement trading strategies that align with client objectives and market conditions.
- Continuously analyse the performance of executed trades and strategies, making necessary adjustments.
- Process Provided by Bigul: Client Application Demonstration, provide a comprehensive demonstration of the.
- Bigul trading application, highlighting its features and functionalities.
- Offer resources and training to help clients. understand market dynamics and trading skills.
- Provide continuous support and advice to help clients navigate. the trading platform and market conditions.
- Relationship Management: Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust.
- Compliance and Reporting: Ensure all trading activities comply with relevant regulations and internal policies.
- Prepare and submit regular reports on trading activities, market conditions, and client portfolios.
Qualification:
- Good communication Skills: Ability to convey information clearly and effectively.
- NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge.
- Market Experience: Proven experience in trading, broking, and market analysis.
- Educational Background: MBA in finance or a related field.
- Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential.
Job Location : Indore (MP).
On-Site Process (work from office ). Immediate Process.
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