Dealer - Private Client Group - Mumbai
Sushil Financial Services Pvt. Ltd. · Mumbai · onsite · Posted 48d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities
- Execute trades across Equity FO segments.
- Update clients on positions and portfolios.
- Adhere to risk and regulatory guidelines.
- Manage post-market activities and MIS.
- Share Sushil research ideas products with clients.
- Re-engage inactive clients and drive activity.
- Preparation of MIS and related reports
Job Competencies
- Active Listening
- Client communication
- Relationship Management
Technical Competencies
- MS Office
- NEAT, BOLT CTCL (ODIN)
- NISM VIII
- Risk Regulatory Compliance
- Trading Broking Applications
Candidate Profile
- Confident and professional personality
- Proactive with a positive attitude
- Quick learner with a growth mindset
- Comfortable in a fast-paced environment
- Well-organized and dependable
- Collaborative team player
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
AssuranceNSESocial MediaRegulatory Compliancetime managementFinancial ServicesDematMISMS OfficeRelationship Management
About Sushil Financial Services

Sushil Financial Services Pvt. Ltd.
Financial Services
200
employees
1982
44 years old
Mumbai
US
₹4L PA avg
Avg at Sushil Financial Services
About
Sushil Finance Group is an Indian stock broking firm that is a member of the Bombay Stock Exchange (BSE) as well as the National Stock Exchange of India (NSE). It is among the oldest Indian broking houses established in 1982. Sushil Finance Group has its headquarters located in Mumbai, the capital city of the Indian state of Maharashtra.Led by Sushil N. Shah, the diversified financial services group uses a franchise model through which it helps investors to set up partnership businesses. As of 2013, the Group was empanelled with more than 50 financial institutions and banks, and has more than 600 franchisees across the country.Sushil Finance's expertise lies in providing market research[1] and has more than 50 research products under its brand. This enables the Group to offer advice across segments like IPOs, mutual funds, equities, currencies and fixed income.[2]In 2012, the Group launched an independent insurance arm called Sushil Insurance Brokers Private Limited (SIBPL) to cater to the insurance needs of prospective investors. The Group also released a number of investment related products, which cater to investors with lower risk appetite.
Industries
Financial Services
Employee ratings
10 reviews
3.1/ 5
Culture
3.3
Career growth
2.6
Work-life
3.8
Employees rate it well for
Work-Life Balance33Company Culture32
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