Equity Dealer

4 weeks ago


Surat, Gujarat, India Ckredence Wealth Full time

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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