Trade Execution & Client Dealing:
Execute buy/sell orders for clients across NSE/BSE terminals, manage pre-trade and post-trade confirmations, and ensure accurate execution in line with client instructions and compliance standards.
Market Advisory & Client Servicing:
Provide clients with market updates, research-backed trading ideas, and advisory support on market movements while resolving client queries and maintaining robust relationships.
Portfolio Monitoring & Risk Management

Monitor client portfolios, margin positions, and exposure limits, while supporting clients on risk-related actions including margin calls and portfolio reviews.

Revenue Enhancement & Product Advisory




Support growth in client engagement and trading activity while identifying prospects to advise clients on relevant financial products such as Mutual Funds, IPOs, PMS, Insurance, and Fixed Income solutions.
Client Relationship Management & Account Activation:
Strengthen and expand the active client base through current account onboarding, reactivation of dormant clients, regular engagement, and relationship-driven service focused on long-term client retention.
Compliance & Operational Excellence

Ensure all trading, advisory, and client servicing activities adhere to regulatory guidelines, internal compliance frameworks, and operational best practices.

Pay: ₹10,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Equity Advisor Kolkata (India)
🏢 AVM Finserve
📍 India