Company Description
Swastika Investmart Ltd. is a well-established public limited company based in Indore, with a rich history dating back to 1992. The company is a prominent player in the stockbroking and capital markets activities, offering services in stock, derivatives, commodity, and currency broking, depository services, merchant banking, and financial institutional services. With an extensive client base, a large team of professional staff, and numerous accolades, Swastika is recognized as one of the leading broking houses in the country.
Role Description
This is a full-time on-site role for a Senior Account Executive at Swastika Investmart in Indore. The Senior Account Executive will be responsible for managing client accounts, providing investment advice, executing trades, maintaining client relationships, and ensuring compliance with regulatory requirements. Additionally, the role involves analyzing market trends, monitoring financial reports, and identifying investment opportunities for clients.
Qualifications
- Experience in financial services, stockbroking, or investment advisory
- Strong knowledge of financial markets, securities, and investment products
- Excellent communication and interpersonal skills
- Ability to analyze data, interpret market trends, and make informed investment decisions
- Knowledge of regulatory compliance and financial laws
- Proven track record of managing client portfolios and achieving financial targets
- Relevant certifications such as NISM Series VII - Securities Operations and Risk Management
- Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field
