Financial Dealers
RMoney · Agra · onsite · Posted 44d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Advise client about tradingHandling 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 Customers Query 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 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.
Sourced from foundit
Skills
Trading Applications