Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.

Skills

• Commodity trading
• Handling Demat accounts
• Time Management
• Cross-Selling

Requirements

• Job Role Equity Dealer / Portfolio Manager
• Job Type Full Time
• Workplace Type Onsite
• Industry Financial Services

Secondary locations

Chalakudy, Kerala, India

Palakkad, Kerala, India

About

Not provided

Responsibilities

• Execute client orders and operate stock trading terminals with precision.
  
• Confirm trades by the end of the day (EOD) and ensure accurate record-keeping.
  
• Update clients on their positions and provide regular market insights.
  
• Resolve customer queries promptly and effectively.
  
• Ensure accurate and timely execution of orders on the trading terminal.
  
• Activate inactive clients and encourage maximum participation.
  
• Guide customers to increase trading volumes and overall revenue.
  
• Cross-sell other financial products and services.
  
• Engage in regular client interactions and conduct meetings to maintain strong relations.
  
• Seek references from existing clients to acquire new clients.
  
• Keep clients informed about market trends, company research reports, and new IPOs.
  

Other Requirements

• Equity trading
  
• Securities knowledge
  
• NCFM/NISM certification
  
• Commodity trading
  
• Proficiency in handling demat accounts
  
• Derivatives expertise
  
• Ability to "punch trades" accurately
  
• Familiarity with third-party products

Good to have

Not provided

About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.