Stock Advisor / Dealer

Job Description

Position: Stock Advisor / Dealer Location: Bhopal Kolar Road

Department: Finance / Trading

Overview:

We are seeking a knowledgeable and experienced Stock Advisor / Dealer to join our finance team. The ideal candidate will be responsible for advising clients on investment opportunities, managing stock

portfolios, and executing trades mainly. This role requires a deep understanding of the financial markets, excellent analytical skills, and the ability to communicate complex information effectively.

Key Responsibilities:

Client Advising: Provide clients with advice on investment opportunities, market trends, and financial planning.

Portfolio Management: Manage and monitor clients investment portfolios, ensuring they align with their financial goals and risk tolerance.

Trade Execution: Execute buy and sell orders for stocks and other securities on behalf of clients.

Market Analysis: Conduct thorough research and analysis of financial markets, economic trends, and company performance. Analyst shall provide the research, only execution has to be done by

Advisor/Dealer.

Reporting: Prepare detailed reports and presentations on investment performance, market conditions, and financial strategies.

Compliance: Ensure all trading activities comply with regulatory requirements and company policies.

Client Relationships: Build and maintain strong relationships with clients, providing exceptional service and support.

Continuous Learning: Stay updated on industry developments, new financial products, and changes in regulations.

Qualifications:

Education: Bachelor s degree in Finance, Economics, Business Administration, or a related field shall be preferred. A master s degree or professional certifications (e.g., CFA, CFP) are a plus.

Must have a Valid NISM Certificate in Equity Derivative. Commodity Derivate Currency Segment are a plus.

Experience: Proven experience as a stock advisor, dealer, or similar role in the financial services industry.

Skills: