Equity Dealer
4 weeks ago
Position Summary:
Designation: Equity Trader
Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months)
Salary: Based on the interview
Experience Required: 2 Years
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
Core Responsibilities:
- Trade Execution: Execute buy and sell orders in the stock market for clients or internal portfolios with precision and accuracy.
- Market Monitoring & Analysis: Continuously monitor market trends, price movements, and relevant news to identify trading opportunities and provide timely investment advice to clients.
- Portfolio Management: Regularly review and manage clients' investment portfolios, ensuring alignment with their financial goals and risk tolerance.
- Regulatory Compliance: Ensure all trades and actions comply with market regulations, company policies, and internal guidelines to maintain compliance and mitigate risk.
- Record Maintenance: Maintain detailed records of all transactions, trades, and interactions with clients to ensure transparency and accountability.
- Client Relationship Management: Build and maintain strong relationships with clients, offering strategic guidance based on market conditions and portfolio performance.
Key Requirements:
- Market Knowledge: Strong understanding of stock market operations, trading platforms, and financial regulations.
- Analytical Skills: Excellent analytical and decision-making abilities, with the capability to interpret complex market data quickly.
- Experience: Proven experience in equity dealing, trading, or related financial roles within a fast-paced environment.
- Client-Facing Skills: Effective communication and client service skills, with the ability to clearly explain investment strategies and market conditions.
- Decision-Making Under Pressure: Ability to make quick, well-informed decisions in high-pressure situations to seize trading opportunities and manage risks effectively.
Desired Attributes:
- Strong attention to detail and precision in executing trades and managing transactions.
- Ability to work independently while being a valuable team player in a collaborative environment.
- Adaptability to changing market conditions and evolving client needs.
- A proactive approach to identifying opportunities and managing risk.
Benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package including health, dental, and retirement plans.
- Opportunities for professional development and career growth.
- A dynamic and collaborative work environment.
How to Apply:
Please send your resume and cover letter to hr@ckredencewealth.com or call on 0261-4084412 to take it forward.
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