Jainam - Team Leader - B2C Sales

Trade Execution:

- Execute trading transactions on behalf of retail banking clients, including buying and selling of currencies, stocks, bonds, and other financial instruments.

- Monitor market conditions, execute trades in a timely manner, and ensure accurate trade confirmations.

Risk Management:

- Assess and manage trading risks, including market risk, credit risk, and operational risk.

- Implement risk mitigation strategies, adhere to risk limits, and monitor exposures to safeguard the bank's assets and interests.

Price Quoting:

- Provide price quotes and market information to retail banking clients for trading purposes.

- Offer competitive pricing, ensure transparency in pricing, and respond promptly to client inquiries and trade requests.

Order Management:

- Manage order flow and trade execution process efficiently using trading platforms and systems.

- Maintain accurate records of trades, orders, and transactions in compliance with regulatory requirements and internal policies.

Compliance And Regulatory Reporting:

- Ensure compliance with regulatory requirements, exchange rules, and internal policies governing trading activities.

- Prepare and submit regulatory reports, disclosures, and filings as required by regulatory authorities.

Client Support:

- Provide support and assistance to retail banking clients regarding trading-related inquiries, account inquiries, and technical issues.

- Resolve client concerns and escalations in a timely and professional manner to ensure high levels of client satisfaction.

Market Analysis:

- Stay informed about market developments, economic indicators, and geopolitical events that may impact financial markets.

- Conduct market analysis and research to identify trading opportunities and inform trading decisions.

Sales And Account Management:

- Participate in sales activities, including account opening and brokerage generation.

- Conduct client visits and presentations to enhance client relationships and promote the trading services