- Advise the client about trading
- Handling 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 Customer Queries 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 in a 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.

📌 Equity dealer- NISM (Noida)
🏢 RMoney
📍 Noida