- Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
- Communicating trading on calls and investing ideas to customers.
- To trade on behalf of clients.
- Responsible for brokerage generation.
- Cross selling third party products.
- Research and build relationships with clients.
Key Skills:
- Pleasant personality and good communication skills.
- Basic knowledge of finance and financial products.
- Must have worked on ODIN software.
- Positive in Excel.
📌 Equity Dealer (New Delhi)
🏢 Bonanza Portfolio
📍 New Delhi
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