Job Description
Key Responsibilities
Managing the client onboarding process, KYC updates, and modifications.
Executing the client’s investment plan.
Monitoring and periodically reviewing the client’s portfolio.
Modifying the client’s investment plan to align with market dynamics.
Redressing problems or inefficiencies.
About Company: Founded in 2019, Qrate has two distinct service verticals: Management Consultancy Services and Broking & Distribution (CM) Services.
Management Consultancy: Qrate delivers tailored strategies and solutions to clients’ business challenges across sectors such as pharmaceuticals, infrastructure, metals, manufacturing, TPLF, etc.
Broking & Distribution (Capital Markets): Qrate i 💼
Managing the client onboarding process, KYC updates, and modifications.
Executing the client’s investment plan.
Monitoring and periodically reviewing the client’s portfolio.
Modifying the client’s investment plan to align with market dynamics.
Redressing problems or inefficiencies.
About Company: Founded in 2019, Qrate has two distinct service verticals: Management Consultancy Services and Broking & Distribution (CM) Services.
Management Consultancy: Qrate delivers tailored strategies and solutions to clients’ business challenges across sectors such as pharmaceuticals, infrastructure, metals, manufacturing, TPLF, etc.
Broking & Distribution (Capital Markets): Qrate i 💼