Stock Broker

Key Responsibilities:

• Buy and sell securities (stocks, bonds, mutual funds, derivatives, etc.) on behalf of retail and institutional clients.
• Analyze market trends, company financials, and economic data to provide investment advice.
• Develop and maintain relationships with clients to understand their investment needs and risk tolerance.
• Recommend appropriate investment strategies and portfolio diversification plans.
• Monitor client portfolios and provide timely updates on market movements or portfolio performance.
• Execute trades efficiently through stock exchanges or trading platforms.
• Stay updated with stock market regulations, SEBI guidelines (for India), and compliance requirements.
• Prepare daily, weekly, or monthly reports on client portfolios and market performance.
• Assist clients with account opening, KYC documentation, and other operational processes.
• Meet or exceed sales targets and revenue goals.