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Where

Dealer

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JOB DESCRIPTION

Skills:

        1.Good Command Over MS Excel
        2. Logically Strong
        3.Good Communication Skills
        4.Knowledge of Derivative
        5.Good Team Management Skill

Recruitment process:

  1. Fill out the form
  2. Check your mail for Logical & Technical Tests
  3. Complete the test
  4. Check your mail regularly for further communications

Job Description:

  1. Wealth Management Opportunities tracking and executing 
  2. Daily Reporting of Products E.g, AUM, due AMC’s, Risk report, Compliance 
  3. Client Support and Daily Communication
  4.  Following SOP with 6 Sigma 
  5.  Implementing automation in day-to-day work. 
  6.  Regular meetings & Training for the Product team and clients. 
  7. Ensuring Renewal of AMC 
  8. Execution of trade on client approval
Set alert for similar jobsDealer role in Surat, India
Finideas Logo

Company

Finideas

Job Posted

a year ago

Job Type

Full-time

WorkMode

On-site

Experience Level

0-2 years

Locations

Surat, Gujarat, India

Qualification

Bachelor or Master

Applicants

Be an early applicant

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