Fresher in Finance - Mumbai, Maharashtra, India - Client of Sapwood Ventures
Description
Equity Trading Execution:
Execute equity trades on various exchanges as per clients'
instructions.
- Monitor market trends, analyze stock performance, and provide clients with relevant
- Client Onboarding: Facilitate the onboarding process for new clients by online or
- Verify client details and ensure compliance with regulatory requirements.
- Customer Interaction: Provide excellent customer service by addressing client queries
- Educate clients on various investment products and trading strategies.
- Build and maintain strong client relationships to enhance customer satisfaction and
- Perform daily reconciliation of trades, settlements, and funds to ensure accuracy and
- Coordinate with various departments to resolve traderelated issues promptly.
- Generate and maintain reports related to trading activities and client accounts.
- Risk Management: Monitor and manage risk associated with trading activities.
- Implement risk mitigation strategies and adhere to compliance guidelines.
Skills required:
- Should be certified in NISM / NCFM for Dealer's module (or be willing to take the exam
- Strong Communication skills (Written and Verbal)
- Relevant experience in equity trading and backoffice operations.
- Knowledge of financial markets, investment products, and trading platforms.
- Knowledge of MS Excel, Word and Power Point
Pay:
₹15, ₹20,000.00 per month
Schedule:
- Day shift
Experience:
- total work: 1 year (preferred)
Work Location:
In person
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