Junior Stock Relationship Manager Job in Discipline Wealth Management
Junior Stock Relationship Manager
- Rajkot, Gujarat
- Not Disclosed
- Full-time
ROLES AND RESPONSIBILITIES
Trades in retail clients execute bulk order trades in PMS clients
Give back office reports to clients
Do bidding for IPOs.
Providing regular updates to clients regarding the status of their investment portfolios.
Informing clients of new investment opportunities within the stock market.
Sourcing new clients through networking and cold calling.
A/C opening/KYC
Handling of IPOs
Handling back office operation
Communicate with H.O on daily basis
Demit trade transfer
Handling client query
REQUIREMENTS:
Bachelors degree in finance, accounting, business or related field.
Should have sound knowledge of how financial markets operate.
Proficient in Excel and mathematics.
The ability to evaluate complex information.
Strong analytical skills.
Excellent negotiation skills.
The ability to work under pressure.
The ability to work long hours at times when needed.
0 to 1 Years
2 - 4 Hires
Advanced Excel, Mathematics, Negotation Skills, Analytical Skills
