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Equity Dealer
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Equity Dealer11
Applications
11
Applications
Surat
Full-Time
Junior: 1 to 2 years
Posted on Jul 15 2024
Not Accepting Applications
About the Job
Skills
Financial Markets Knowledge
Trading Strategies
Risk Management
Analytical Skills
Communication Skills
Decision Making
Customer Service
Roles and Responsibilities:
Provide personalized financial advisory services to clients
Analyze and evaluate investment opportunities in the equity market
Create and manage investment portfolios based on clients' financial goals and risk tolerance
Stay updated with market trends and financial news
Monitor and track clients' investment performance
Maintain relationships with existing clients and identify potential new clients
Conduct market research and competitor analysis
Collaborate with the research and analysis team to identify market opportunities
About the company
We are one of the leading Wealth Management and Financial Consulting companies in Western India, headquartered in Surat, Gujarat. Our wealth management expertise and preferred personalized financial services span major wealth and asset classes and a basket of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services (National Pe ...Show More
We are one of the leading Wealth Management and Financial Consulting companies in Western India, headquartered in Surat, Gujarat. Our wealth management expertise and preferred personalized financial services span major wealth and asset classes and a basket of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services (National Pension System), SIPs (Systematic Investment Plans), Fixed Deposit Services, Portfolio Management, Investment Management, Securities and Broking.
Our Philosophy Is To Offer Our Clients A Complete 360°, End To End Wealth Management And Risk Management Solutions.
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Industry
Financial Services
Company Size
51-200 Employees
Headquarter
SURAT, GUJARAT
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