Job Description
Job Description- Equity Dealer & Operations
Department- Operations/ Client Relationship & Retention (CRR)
Location: Client First Wealth Management (HQ)
Company:Client First Wealth Management Pvt Ltd.
About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.
Key Responsibilities Equity & Market Operations Execute equity trades via Terminal, stock market orders, and investment transactions efficiently
Monitor live market movements, portfolios, and trading positions
Support clients in equity dealing, mutual fund, PMS, AIF, and insurance transactions
Coordinate with brokers, RMs, and internal teams for smooth trade settlements and comp...
Department- Operations/ Client Relationship & Retention (CRR)
Location: Client First Wealth Management (HQ)
Company:Client First Wealth Management Pvt Ltd.
About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.
Key Responsibilities Equity & Market Operations Execute equity trades via Terminal, stock market orders, and investment transactions efficiently
Monitor live market movements, portfolios, and trading positions
Support clients in equity dealing, mutual fund, PMS, AIF, and insurance transactions
Coordinate with brokers, RMs, and internal teams for smooth trade settlements and comp...
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