Overview
– Equity Dealer will handle day-to-day trading activities, execute equity trades, manage client portfolios, and monitor market conditions.
– The individual will also be responsible for making informed decisions on stock investments, providing financial advice to clients, and maintaining accurate records of all transactions.
Responsibility & Knowledge:
– Introduce clients to the services offered, trading platforms, and account features.
– Understanding Client Queries and Requirements: Engage with clients to understand their investment goals, risk tolerance, and financial status.
– Regularly interact with clients to stay informed about their evolving needs and provide market insights.
– Address and resolve client queries promptly, offering accurate and relevant information.
– New Trading Patterns and Strategies: Stay informed about new trading patterns, technologies, and market strategies.
– Create and implement trading strategies that align with client objectives and market conditions.
– Continuously analyze the performance of executed trades and strategies, making necessary adjustments.
– Process Provided by Bigul: Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities.
– Offer resources and training to help clients understand market dynamics and trading skills.
– Provide continuous support and advice to help clients navigate the trading platform and market conditions.
– Relationship Management: Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust.
– Compliance and Reporting: Ensure all trading activities comply with relevant regulations and internal policies.
– Prepare and submit regular reports on trading activities, market conditions, and client portfolios.
Qualification:
– Good communication Skills: Ability to convey information clearly and effectively.
– NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge.
– Market Experience: Proven experience in trading, broking, and market analysis.
– Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential