Scribd Logo
Fazer o upload

Bem-vindo(a) ao Scribd!

  • Job Description of An Assistant

    Enviado por

    Paul Priyaraj
    383 visualizações7 páginas
    FFSL is an online trading company experiencing rapid growth due to a stock market boom. It employs 12 trading assistants who each manage over 50 clients. Problems have emerged such as clients exceeding trading limits and bounced checks. Suggestions to address these include clearly defining assistant roles and responsibilities, carefully assessing client net worth, setting clear daily trading limits, requiring payment or closing of positions on settlement days, and holding assistants responsible when limits are exceeded. A trading assistant's duties involve marketing financial products, seeking clients, advising clients on goals and guidelines, placing trades, notifying clients of completions, and maintaining positive relationships.

    Descrição original:

    its about the job description

    Título original

    Job Description of an Assistant

    Direitos autorais

    © Attribution Non-Commercial (BY-NC)

    Formatos disponíveis

    PPT, PDF, TXT ou leia online no Scribd

    Você considera este documento útil?

    Este conteúdo é inapropriado?

    Denunciar este documento
    FFSL is an online trading company experiencing rapid growth due to a stock market boom. It employs 12 trading assistants who each manage over 50 clients. Problems have emerged such as clients exceeding trading limits and bounced checks. Suggestions to address these include clearly defining assistant roles and responsibilities, carefully assessing client net worth, setting clear daily trading limits, requiring payment or closing of positions on settlement days, and holding assistants responsible when limits are exceeded. A trading assistant's duties involve marketing financial products, seeking clients, advising clients on goals and guidelines, placing trades, notifying clients of completions, and maintaining positive relationships.

    Direitos autorais:

    Attribution Non-Commercial (BY-NC)
    Baixe no formato PPT, PDF, TXT ou leia online no Scribd
    Sinalizar o conteúdo como inadequado
    383 visualizações7 páginas

    Job Description of An Assistant

    Enviado por

    Paul Priyaraj
    FFSL is an online trading company experiencing rapid growth due to a stock market boom. It employs 12 trading assistants who each manage over 50 clients. Problems have emerged such as clients exceeding trading limits and bounced checks. Suggestions to address these include clearly defining assistant roles and responsibilities, carefully assessing client net worth, setting clear daily trading limits, requiring payment or closing of positions on settlement days, and holding assistants responsible when limits are exceeded. A trading assistant's duties involve marketing financial products, seeking clients, advising clients on goals and guidelines, placing trades, notifying clients of completions, and maintaining positive relationships.

    Direitos autorais:

    Attribution Non-Commercial (BY-NC)
    Baixe no formato PPT, PDF, TXT ou leia online no Scribd
    Sinalizar o conteúdo como inadequado
    de 7

    JOB DESCRIPTION OF AN ASSISTENT

    Presented by: Rajesh Kumar

    INTRODUCTION

    FFSL (Fortune financial service Limited) is a online trading company. which is going up steadily because of stock market boom. There are total no. of trading assistant is 12 and two supervisors. Each assistant look after more than 50 clients.

    Problems faced by the company


    In recent time there is a several problems faced by the company .When there is a sustained rise and fall in stock marketClients exceed there limits. Clients issued cheques which bounced. Delivery slip not handed. Clients simply disappeared.

    Suggestions given by Branch officer

    Clearly define the role and responsibilities. Assess the net worth of a client carefully. Set trading limit clearly and circulate these to assistant daily. On the settlement day ask client to pay or square up. Collect amount on daily basis when client exceed limits. Make entire group responsible when client exceed the limit.

    A Trading assistants markets his firm's products to his clients. A Trading assistants seeks out prospective clients. They counsels clients on their financial goals, establishing guidelines as to how aggressively or conservatively they would like to play the stock market.

    Title Financial Services Code FS/2310 Department Trading Department Summary A trading assistant's duties can be demanding but rewarding. Duties

    FORMAT AND FINAL FORM OF THE TRADING ASSISTANT

    They places buy or sell orders with the stock exchange. They notify clients when transactions have been completed; and they maintains positive relationships with there clients. .Each Trading Assistants had to look after the requirements of more than 50 clients on a daily basis. Qualification: 1) Minimum Graduate 2) 2 years work experience in stock operation Working conditions: A trading assistant generally works from 8 a.m. to 5 p.m. on weekdays

    Report to

    Supervisors, Branch officer

    Specify rules and regulation in the body of the job description or Should these kept separately?

    From our point of view, Rules and regulations should kept separately. It should not specify in the body of the job description because it is a different section. It signifies that part which should be kept in mind while fulfilling the job criteria. But the Branch Officer should remind these rules and regulation to there assistants.

    THANK YOU

    Você também pode gostar