The PMS Dealer is responsible for executing trades based on portfolio strategies, monitoring market conditions, and ensuring accurate transaction records. They collaborate closely with portfolio managers to align trading activities with investment objectives.
Key Responsibilities:
- Execute buy and sell orders in equity markets as per portfolio requirements.
- Monitor market trends and provide timely insights to portfolio managers.
- Maintain accurate records of all transactions and ensure compliance with regulatory standards.
- Coordinate with fund manager to confirm trade executions and address any queries.
- Utilize trading software and tools to optimize trade execution and reporting.
Qualifications:
- Bachelor's degree in Finance, Economics, or related field; a postgraduate degree is advantageous.
- Relevant NISM certification is mandatory.
- Proficiency in trading platforms and financial analysis tools.
- Strong understanding of equity markets and investment strategies.
- Excellent communication and analytical skills.
- Advance MS Excel skills is must.
Job Type: Full-time
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
Schedule:
- Day shift
Education:
- Bachelor's (Required)
Experience:
- Trade: 1 year (Preferred)
- MS excel: 1 year (Required)
Location:
- Vesu, Surat, Gujarat (Required)
Work Location: In person
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