Senior Executive - B2C

Job Description

• 2 hours ago

Location

Lucknow

Department

B2C - North- JBL

Employment Type

Full-time

Applications Received

Closes On

1 Jun, 2026

• Execute trading transactions on behalf of retail banking clients, including buying and selling of currencies, stocks, bonds, and other financial instruments.
• Monitor market conditions, execute trades in a timely manner, and ensure accurate trade confirmations.

• Assess and manage trading risks, including market risk, credit risk, and operational risk.
• Implement risk mitigation strategies, adhere to risk limits, and monitor exposures to safeguard the bank's assets and interests.

• Provide price quotes and market information to retail banking clients for trading purposes.
• Offer competitive pricing, ensure transparency in pricing, and respond promptly to client inquiries and trade requests.

• Manage order flow and trade execution process efficiently using trading platforms and systems.
• Maintain accurate records of trades, orders, and transactions in compliance with regulatory requirements and internal policies.

• Ensure compliance with regulatory requirements, exchange rules, and internal policies governing trading activities.
• Prepare and submit regulatory reports, disclosures, and filings as required by regulatory authorities.

• Provide support and assistance to retail banking clients regarding trading-related inquiries, account inquiries, and technical issues.
• Resolve client concerns and escalations in a timely and professional manner to ensure high levels of client satisfaction.

• Stay informed about market developments, economic indicators, and geopolitical events that may impact financial markets.
• Conduct market analysis and research to identify trading opportunities and inform trading decisions.

• Participate in sales activities, including account opening and brokerage generation.
• Conduct client visits and presentations to enhance client relationships and promote the trading services.