Roles and Responsibilities
- Manage End to End trade execution Via BSE NSE Exchange
- Reconciliation of the trade settlements
- Inventory Management
- Execute buy and sell orders for debt securities and other financial instruments on behalf of clients/Distributors .
- Build and maintain relationships with clients, addressing their inquiries and concerns and providing exceptional customer service.
- Monitor market trends, economic indicators, and news events to identify investment opportunities and risks.
- Collaborate with research analysts and other team members to develop investment strategies and portfolio recommendations.
- Stay updated on industry developments, regulatory changes, and best practices in the brokerage industry.
- Identify and address operational challenges, process gaps, and glitches in Daily BAU.
- Continuously enhance operational procedures within the system to align with the organizations scale and scope.
- Align with internal compliance and risk regulatory policies to achieve business process excellence.
Qualifications:
- Bachelors degree in finance, economics, business administration, or related field.
- 3 to 7 years of experience as a licensed stock broker or investment advisor.
- Strong understanding of financial markets, investment products, and trading platforms.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven track record of achieving sales targets and delivering exceptional client service.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Chartered wealth Manager , Fixed income Certifications or NISM certifications if any
- Strong Numerical skills required to structure pricing for Fixed Income products.
- Excellent interpersonal skills and enjoys working in a highly iterative, agile, and open team environment.
