A Company

Management Trainee (MT)

Views: 201|Published on: Apr 29, 2026|

Banking / Insurance /Financial Services

+1 more

Entry Level

Full Time

Vacancy: 15

Kathmandu|

Experience: Equal to 1 year|

Not Disclosed

Job Description

Roles and responsibilities of this job

The Management Trainee (MT) program at Stock Broker Company is designed to groom high-potential candidates into future Business Relationship Officers. The trainee will undergo a structured 6-month program combining practical exposure, client interaction, and business development responsibilities.

In addition to operational learning, the MT will actively contribute to client onboarding, business sourcing, and revenue enhancement initiatives, aligning with the company’s growth objectives.

This role is best suited for individuals who are committed to building a long-term career in the capital market, stock brokerage, and investment services industry.

Key Responsibilities

1. Training & Functional Learning

Undergo structured training on:
o Capital market operations and NEPSE trading system
o Client onboarding process, documentation, and regulatory compliance (KYC/AML)
o Margin trading, risk management, and settlement procedures
Participate in internal training programs, case studies, and periodic evaluations

2. Client Onboarding & Account Activation

Actively support and execute client onboarding processes, including:
o Client sourcing and initial engagement
o KYC documentation collection and verification
o Coordination with back-office for account opening and activation
Ensure completeness, accuracy, and compliance of client records
Facilitate smooth onboarding experience to enhance client satisfaction

3. Business Development & Client Sourcing (Target-Based)

Contribute to business growth through active client acquisition and sourcing efforts
Identify potential clients through personal networks, referrals, and market outreach
Achieve assigned targets related to:
o Number of new client accounts opened
o Volume/value-based client activation
o Portfolio or revenue contribution (as defined by management)
Support and participate in marketing campaigns, investor awareness programs, and promotional activities

4. Client Relationship Management

Assist in maintaining and strengthening relationships with clients
Address client queries related to trading, portfolio, and account services
Ensure high standards of client service and communication
Support Senior Relationship Officers/Managers in client engagement and retention strategies

5. Operations & Execution Support

Assist in trade execution support, order handling, and coordination with dealing team
Support back-office operations including settlement, reconciliation, and reporting
Maintain proper documentation and operational records

6. Research & Market Awareness

Track daily stock market movements and prepare basic market summaries
Develop foundational knowledge in fundamental and technical analysis
Stay updated on regulatory changes, SEBON/NEPSE guidelines, and market developments

Learning Outcomes (Post Training Placement)

Upon successful completion of the training period, the trainee will be placed as:

Junior Business Relationship Officer or Business Relationship Officer based on individual performance, business contribution, and organizational requirements.

Job Specification

Required qualifications for this job

Required Education Level:Under Graduate (Bachelor)

Required Experience:Equal to 1 year

Other Specification

Educational Qualification

Bachelor’s Degree in Management (minimum Second Division), OR
Semi-qualified CA (CAP II / Intermediate level or equivalent)

Experience

Freshers are encouraged to apply
Prior experience or exposure in capital market/stock brokerage will be an added advantage

Required Skills & Competencies

Strong interest in stock market and financial sector
Basic understanding of finance, accounting, and investment concepts
Good communication, negotiation, and interpersonal skills
Ability to engage clients and contribute to business generation
Analytical thinking and problem-solving ability
Proficiency in MS Office (especially Excel)

Behavioral Attributes

Strong passion for long-term career in capital markets / investment services
Result-oriented with willingness to achieve business targets
Self-driven, proactive, and disciplined
Ability to work under pressure in a dynamic environment
High integrity and professional ethics

Compensation & Benefits

Monthly stipend during training period
Performance-based incentives linked to business sourcing (condition apply)
Opportunity for confirmation in a growth-oriented role
Learning and mentorship from experienced professionals

Skills Required

Required skills for this job

Negotiation

Accounting

Interpersonal Skills

Business Development

MS PowerPoint

Salary

Offered financial and non-financial compensation for this job

Offered Salary:Not Disclosed

Applying Procedure

Click on Login to Apply and apply to this job via your jobseeker profile with easy apply process.

Note: You need to have merojob registered jobseeker profile to apply via your profile.

Apply Before: May 29, 2026

About the organization

A Company

A dynamic capital market company dedicated to delivering comprehensive financial services and investment solutions to individuals, institutions, and corporate clients. The company operates across a broad spectrum of capital market activities, including securities trading, portfolio management, investment advisory, underwriting, and financial research.

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