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