Equity Dealer
Wealthstreet Financial Services Pvt. Ltd.
Date: 1 week ago
City: Ahmedabad, Gujarat
Contract type: Full time
About Company: Wealthstreet Financial Services Pvt Ltd- www.wealthstreet.in
We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, etc.
At Wealthstreet, we firmly believe that smart Investing today is the key to a brighter, profitable and tension free tomorrow. We provide customized financial solutions to our clients to help them achieve their goals. Our experience as financial experts allow us to accurately analyze your risk appetite and future goals to perfect a wealth generation plan ideal for you. A right blend of Personal Touch and Technology that you always wanted. Our passionate and committed team is at your service.
Work Responsibilities
We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, etc.
At Wealthstreet, we firmly believe that smart Investing today is the key to a brighter, profitable and tension free tomorrow. We provide customized financial solutions to our clients to help them achieve their goals. Our experience as financial experts allow us to accurately analyze your risk appetite and future goals to perfect a wealth generation plan ideal for you. A right blend of Personal Touch and Technology that you always wanted. Our passionate and committed team is at your service.
Work Responsibilities
- Order executions in NSE, BSE with speed and accuracy.
- Punching orders on behalf of client and Clients of AP and order confirmation.
- Follow guidelines for Risk management and as per organisation policy
- Maintaining relationship with existing clients & Serving the HNI clients, retail clients and the sub-brokers.
- Handling queries of risk/limits of sub brokers and client
- Should have knowledge of all exchange’s rules, regulations, and compliance.
- Operational activity of clients like KYC and other products like MF/Insurance & other financial products etc.
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