Trader Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 years ago
4-8 years
Bhuj, Gujarat, India
Stock Market Trading Asset & Wealth Management
Work From Office
Full Time

Posted: 2 years ago
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Job Description

Key Responsibilities

Hiring for a leading finance company:

  • activating clients trading accounts and assisting new entrants in the equity market to understand market dynamics.
  • cross-selling products such as insurance, mutual funds, PMS, SIPs, IPOs, etc., to existing customers.
  • handling HNI clients.
  • Coordinating with clients for their daily equity trades.
  • Assisting customers in executing trades online and placing orders on their behalf.
  • Achieving healthy revenues without compromising on clients profitability.
  • Confirming orders and trades to clients at the end of each day.
  • Advising clients with necessary information regarding market conditions.
  • Acquiring new clients through referrals from existing clients.
  • Activating inactive clients through regular follow-ups.
  • Regularly following up with clients and addressing their queries.
  • Staying informed about micro and macroeconomic indicators, global and domestic financial markets, and their impact on stock movements.
  • collecting margins and managing market-to-market losses.

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Skills

EquityEquity MarketFinanceInsuranceMutual FundsTradingStockFinancial MarketsPmsHniManagerFinancial

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About Company

TMI Network is a premier human resources consulting firm dedicated to transforming organizations through talent management solutions. With a global presence and a focus on innovation, TMI Network offers a wide range of services including executive search, leadership development, and talent assessment. Our commitment to excellence and client satisfaction drives us to deliver customized solutions that meet the unique needs of each organization. Join our dynamic team and embark on a rewarding career in talent management with TMI Network. Explore exciting opportunities to make a difference and shape the future of organizations worldwide.

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