Equity Dealer
3 weeks ago
Job Specifications
Profile: Equity Dealer
Designation: Executive Dealer
Location: Mumbai- Goregaon
Reports to: Manager
Primary Job Responsibilities
1. Equity Dealing and Order Execution
- Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.
- Ensure timely and error-free order placement through trading platforms.
- Monitor real-time market trends and provide updates to clients for informed decision-making.
2. Client Relationship Management
- Build and maintain strong relationships with retail and HNI clients.
- Understand clients’ investment goals, risk appetite, and financial needs to provide tailored trading solutions.
- Handle client queries regarding portfolio performance, account statements, and trading strategies.
3. Advisory Support
- Provide market insights, investment opportunities, and trading strategies to clients.
- Recommend suitable financial products and portfolio adjustments based on market conditions.
- Assist clients in managing risk through diversification and hedging strategies.
4. Revenue Generation
- Achieve individual and branch-level revenue targets through brokerage and advisory services.
- Cross-sell and upsell allied products such as mutual funds, insurance, and other investment instruments.
5. Compliance and Risk Management
- Ensure all trades comply with SEBI, NSE/BSE, and other regulatory norms.
- Maintain accurate records of client interactions and trade orders for audit purposes.
- Monitor client trading behavior to mitigate risks such as margin shortfalls and speculative trading.
6. Market Monitoring
- Stay updated on market trends, economic developments, and corporate actions impacting equities.
- Analyze and share actionable insights with clients.
Academic & Experience Requirements
- Bachelor’s degree in Finance, Commerce, or Economics.
- Mandatory NISM Series VIII – Equity Derivatives Certification.
- 1–4 years of experience in equity markets, wealth management, or a similar role.
Key Competencies
- Customer-focused with a consultative sales approach.
- Strong problem-solving, analytical, and negotiation skills.
- High attention to detail and ability to perform under pressure.
- Proactive in identifying client needs and market opportunities.
Skills Required
- Strong knowledge of equity markets and trading platforms (NSE NOW, ODIN, or similar).
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Excel and trading tools.
- Ability to interpret and analyze market trends and financial data.
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