Equity Dealer - Mumbai, Maharashtra, India - Client of Sapwood Ventures

Client of Sapwood Ventures
Client of Sapwood Ventures
Verified Company
Mumbai, Maharashtra, India

1 week ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Accurate & Timely execution of orders on terminal on behalf of the clients

  • Should have a basic idea of operating Trading Terminal
  • Well versed with Share Broking industry
  • Thorough knowledge of all NSE/ BSE Rules & Regulations
  • Knowledge of Mutual Funds/Financial Products /Equity /Derivatives / Broking /Securities
Market

  • Maintaining Trading logs and Net positions of clients on a daily basis (at end of the day)
  • Updating the client portfolios on a daily basis
  • Managing RMS to track clients' margins
  • Ensuring data confidentiality
  • Client Relationship involves:
  • Acquisition of clients, meeting and engaging them in trade operations
  • Providing debit/credit balance to the client.
  • Resolving all the queries of the client.
  • Sharing the back office Ledger reports, Holding reports and Global reports with the
clients.

  • Executing the Purchase and Redemption of Mutual fund units using NSE/BSE
  • MF platform.
  • Preparing and sending mailers for Buyback, IPO and Rights etc. to the clients.
  • Providing seamless support to our clients to help them understand mobile trading
interface and encourage the clients to use it.

  • Keen in gaining/upgrading knowledge of market news, financial trends and current
affairs

  • Downloading, uploading various files from FTP and accordingly uploading on company's
software.

  • Checking disabled and enabled data in turn updating on software.
  • Resolving clients queries with respect to Margin and trading terminal.
  • Reading circular inspections, trading and clearing subscribed on NSE/BSE site.
  • Downloading client's ledger, monthly bills of NSE & BSE and maintaining tracker for the same.
  • Daily reporting of margin to Exchange-Currency, Cash and derivatives.
  • Miscellaneous, If any.

Skills required:

  • Should be certified in NISM / NCFM for Dealer's module (or be willing to take the exam
immediately)

  • Strong Communication skills (Written and Verbal)
  • Knowledge of MS Excel, Word and Power Point
  • Knowledge of different trading platforms like Greek, Odin, NEAT is preferable

Pay:
₹15, ₹20,000.00 per month


Schedule:

  • Day shift

Experience:

- total work: 1 year (preferred)
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