- Advise 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 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.

📌 Financial dealer- NISM (Agra)
🏢 RMoney
📍 Agra