The PMS Dealer is responsible for executing trades based on portfolio strategies monitoring market conditions and ensuring accurate transaction records They collaborate closely with portfolio managers to align trading activities with investment objectives Key Responsibilities Execute buy and sell orders in equity markets as per portfolio requirements Monitor market trends and provide timely insights to portfolio managers Maintain accurate records of all transactions and ensure compliance with regulatory standards Coordinate with fund manager to confirm trade executions and address any queries Utilize trading software and tools to optimize trade execution and reporting Qualifications Bachelor s degree in Finance Economics or related field a postgraduate degree is advantageous Relevant NISM certification is mandatory Proficiency in trading platforms and financial analysis tools Strong understanding of equity markets and investment strategies Excellent communication and analytical skills Advance MS Excel skills is must Job Type Full time Pay 20 000 00 - 25 000 00 per month Benefits Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule Day shift Education Bachelor s Required Experience Trade 1 year Preferred MS excel 1 year Required Location Vesu Surat Gujarat Required Work Location In person

📌 Pms Dealer (Gujarat)
🏢 CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT
📍 Gujarat