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Equity Dealer Relationship Manager
MudraBiz
Full Time
Non-Remote
location_on
Pune and Mumbai, India
$3.3k - $5.5k per year
4 months ago
Profile Equity Dealer Relationship Manager Equity Location Pune Mumbai Eligibility Only relevant experience in Broking Firms and NISM 8 CERTIFIED Description Managing portfolio taking trade on behalf of clients Responsible for activation of trading account of clients assisting new entrants in the equity market to understand dynamics of market Profiling customers and suggesting financial products to meet customer needs Stakeholder management preparation of financial plans for caste and scenario
Financial Planning
Microsoft Excel
Certified Financial Planner
SENIOR TAX EXECUTIVE
SpotOn
Full Time
Partially Remote
location_on
Sliema, Malta
4 months ago
Responsibilities Assist clients in area of direct taxation Seeing to the needs of clients and prospective clients in the best possible manner and efficiently Assist in the tax compliance work and review thereof such as income tax computations and claims for refund amongst others Advise private clients as to their fiscal obligations in terms of the various tax residency schemes applicable at the time Be a point of reference for company employees on taxrelated issues particularly tax compliance
Financial Planning
Personal Financial Planning
Qualified Retirement Plans
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