Authorized Representative (AR) for Daulatunnessa Equities Limited

Job Description

Title: Authorized Representative (AR) for Daulatunnessa Equities Limited

Company Name: Share Brokerage/Securities House

Vacancy: 01

Age: 30 to 35 years

Job Location: Dhaka

Salary: Negotiable

Experience:

• 3 to 5 years
• The applicants should have experience in the following business area(s): Share Brokerage/ Securities House

• Bachelor of Business Administration (BBA) in Finance

• 3 to 5 years
• The applicants should have experience in the following business area(s): Share Brokerage/ Securities House

• Age 30 to 35 years
• Only Male

· Master’s degree will be considered an added advantage.

· Valid Authorized Representative (AR) Certificate issued by BSEC is mandatory.

· Strong understanding of capital market rules, DSE/CSE trading operations, CDBL systems, and BO account processes.

· Strong interpersonal and negotiation skills for client development and relationship management.

· Must be proactive, target-oriented, and capable of working under pressure.

· Good command over MS Excel and trading software.

· Excellent communication skills (Bangla & English).

· Execute buy/sell orders on behalf of clients through DSE/CSE trading with accuracy and compliance.

· Maintain and grow a strong client base through regular communication, service quality, and relationship management.

·        Achieve monthly and quarterly business targets set by management, including brokerage revenue and client acquisition.

· Provide market insights, trading ideas, and investment guidance to clients based on research, technical/fundamental analysis.

· Support clients in managing their equity portfolios while ensuring appropriate risk assessment and investment suitability.

· Set trading limits based on clients’ cash, ledger balance, portfolio position, and company policies.

· Ensure full compliance with BSEC, DSE/CSE, CDBL rules, KYC/AML guidelines, and internal procedures.

·  Coordinate with back-office, compliance, and settlement teams to ensure smooth and error-free operations.

· Prepare daily/weekly/monthly reports on trade volume, client activity, market updates, and business development progress.

· Handle client queries professionally and ensure timely resolution.

·   Maintain confidentiality, professionalism, and ethical standards in all dealings.

·  Perform any other duties assigned by management related to trading, client servicing, or business growth.