Moneyfrog Financial Services Pvt. Ltd.
Website:
moneyfrog.in
Job details:
Company Description
Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By integrating advanced technology and unbiased, scientific research, we provide tailored investment solutions that align with individual objectives, risk tolerance, and timelines. Our platform offers a range of services, including investment data aggregation, online execution, and regular portfolio reviews to adapt to changing market conditions. Moneyfrog is a regulator-certified distributor of financial products, serving HNI, affluent, and NRI clients in India with a commitment to lifelong wealth management. Based in Mumbai, we are focused on empowering clients with smart and transparent financial solutions.
Role Description
This is a full-time, on-site role based in Mumbai for a Dealer- Equity. The dealer to perform the activities related to dealing, follow the procedures as per the stipulated compliances.
Experience of minimum 3 years in the related field.
Qualifications
Strong expertise in Equities and experience with Trading activities
Comprehensive understanding Equity Markets
Proficiency in Portfolio Management and maintaining client portfolios
Exceptional analytical skills and the ability to interpret market trends
Proven ability to develop and execute investment strategies
Effective communication and collaboration skills
Graduate degree in Finance, Economics, or a related field preferred
Relevant professional certifications, are an advantage
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