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Equity dealer- NISM

rmoney
Fresher
Noida, India
  • Posted 7 hours ago
  • Be among the first 10 applicants

Job Description

  • Advise the 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 Customer Queries 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 in a 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.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

About Company

Job ID: 151782123

Last Updated: 30-07-2026 06:45:29 PM
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