Salary Range: ₹2,50,000 – ₹4,50,000 per year (depending on experience and city).
Location: Hadpasar, Pune.
Key Responsibilities:
Query Management: Solve client issues regarding fund pay-outs, margin requirements, and trade confirmations.
Account Assistance: Help clients understand their contract notes, ledger statements, and holdings.
Platform Support: Guide clients on how to use our mobile trading app and web platform.
Documentation: Manage KYC updates and ensure client records are compliant with SEBI norms.
Wealth Managment-Mutual Fund ,Insurance,PMS.
Required Skills:
Knowledge: Basic understanding of Stock Market terms (e.g., T+1 settlement, Margin, CNC/MIS orders).
Communication: Transparent and skilled speaking skills in Hindi and English.
Patience: Ability to handle stressed clients during market hours.
Tools: Proficiency in MS Excel and basic CRM software.
Qualifications:
Graduate in any stream (B.Com/MBA preferred).
6 months to 3 years experience in a Stock Broking or Banking back-office.
NISM Series VIII is preferred but not mandatory.
📌 Equity Dealer Pune
🏢 Income Solution
📍 Pune
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