Rathi - Equity Dealer

4 weeks ago

Mumbai, Maharashtra, India Anand Rathi Group Full time

- Equity Dealer will handle day-to-day trading activities, execute equity trades, manage client portfolios, and monitor market conditions.

- The individual will also be responsible for making informed decisions on stock investments, providing financial advice to clients, and maintaining accurate records of all transactions.

Responsibility & Knowledge:

- Introduce clients to the services offered, trading platforms, and account features.

- Understanding Client Queries and Requirements: Engage with clients to understand their investment goals, risk tolerance, and financial status.

- Regularly interact with clients to stay informed about their evolving needs and provide market insights.

- Address and resolve client queries promptly, offering accurate and relevant information.

- New Trading Patterns and Strategies: Stay informed about new trading patterns, technologies, and market strategies.

- Create and implement trading strategies that align with client objectives and market conditions.

- Continuously analyze the performance of executed trades and strategies, making necessary adjustments.

- Process Provided by Bigul: Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities.

- Offer resources and training to help clients understand market dynamics and trading skills.

- Provide continuous support and advice to help clients navigate the trading platform and market conditions.

- Relationship Management: Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust.

- Compliance and Reporting: Ensure all trading activities comply with relevant regulations and internal policies.

- Prepare and submit regular reports on trading activities, market conditions, and client Good communication Skills: Ability to convey information clearly and effectively.

- NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge.

- Market Experience: Proven experience in trading, broking, and market analysis.

- Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential

(ref:iimjobs.com)

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