Margin Lending Officer / Executive

The Margin Lending Officer will be responsible for managing margin lending operations, evaluating client portfolios, ensuring compliance with margin requirements, and supporting clients with market-related insights. The role requires strong knowledge of the Nepalese share market and experience in margin-based investment services.

Key Responsibilities

• Manage and monitor margin lending accounts and ensure proper collateral management.
• Evaluate clients’ share portfolios and assess risk associated with margin financing.
• Maintain compliance with internal policies and regulatory requirements related to margin trading.
• Coordinate with trading, settlement, and compliance teams for margin-related transactions.
• Monitor stock market movements and advise management regarding risk exposure.
• Maintain accurate documentation and records of margin lending transactions.
• Ensure timely margin calls and follow-up with clients regarding collateral requirements.
• Provide clients with information about market trends, portfolio performance, and margin policies.
• Support clients with trading and investment-related queries.
• Prepare reports related to margin lending activities and risk analysis.

• Bachelor’s degree or above in Finance, Management, Economics, Business Administration, or a related field.
• Minimum 2 years of experience in margin lending or related capital market operations.
• Candidates with experience in Banks, Financial Institutions, or Brokerage Companies will be given preference.

Required Knowledge & Skills

• Strong knowledge of the Nepalese share market and capital market operations.
• Good understanding of margin lending mechanisms and risk management.
• Familiarity with NEPSE trading systems and brokerage operations.
• Strong analytical and financial evaluation skills.
• Ability to monitor market trends and assess portfolio risk.
• Good communication and client-handling skills.
• Proficiency in MS Office (Excel, Word) and reporting tools.

Personal Attributes

• High level of integrity and professional ethics.
• Detail-oriented with strong analytical thinking.
• Ability to work under pressure in a fast-paced trading environment.
• Strong teamwork and coordination skills.