Financial Dealer- NISM

-Advise client about trading

-Handling clients via providing recommendations and trading related services.

-Handling and meeting clients and giving training on How to trade Online through various Trading Applications.

-Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls

-Provide insights, updates, and recommendations based on market movements and analysis.

-Evaluate financial risks and decide on trading based on available data.

-Attain thorough knowledge about stock market terms and trading practices.

-Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions.

-Communicate with clients to understand their investment preferences, risk appetite, and financial objectives.

-Maintain accurate records of client interactions, transactions, and compliance documentation.

-Generate regular reports for management and clients summarizing portfolio performance.

-Suggest portfolio rebalancing strategies to align with market conditions and client goals.

Screening questions

Questionnaire present