
Equity Dealer
2 days ago
Designation: Executive / Sr. Executive
Reporting to: Manager
Location: Mumbai
Primary Job Responsibilities
1. Equity Dealing & Order Execution
- Execute equity and derivatives trades accurately within regulatory guidelines.
- Ensure timely and error-free order placement through trading platforms.
- Monitor real-time market movements and update clients for informed decision-making.
2. Client Relationship Management
- Build and maintain strong relationships with retail and HNI clients.
- Understand client investment goals, risk appetite, and financial needs to offer customized solutions.
- Address client queries related to portfolio performance, account statements, and trading strategies.
3. Advisory Support
- Provide insights on equity markets, trading opportunities, and investment strategies.
- Recommend financial products and portfolio adjustments aligned with market conditions.
- Assist clients with risk management through diversification and hedging strategies.
4. Revenue Generation
- Achieve individual and branch-level revenue targets.
- Drive upselling and cross-selling of equity and allied products (mutual funds, insurance, etc.).
5. Compliance & Risk Management
- Ensure adherence to SEBI, NSE/BSE, and internal compliance norms.
- Maintain accurate records of trades and client interactions for audit purposes.
- Monitor client behavior to mitigate risks such as margin shortfalls or excessive speculation.
6. Market Monitoring
- Stay updated on economic trends, corporate actions, and market developments.
- Analyze news and events to provide actionable insights to clients.
Academic Requirements
- Bachelor's degree in Finance, Commerce, or Economics.
- Mandatory: NISM Series VIII certification.
Experience
- 1–3 years of experience in equity dealing, trading, wealth management, or related roles.
- Team handling experience: Not Applicable
Key Competencies
- Customer-centric with a consultative sales approach.
- Strong problem-solving, negotiation, and analytical skills.
- High attention to detail; ability to perform under pressure.
- Proactive in identifying client needs and market opportunities.
Skills Required
- In-depth knowledge of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.).
- Excellent communication and interpersonal skills.
- Strong analytical ability to interpret market data and trends.
- Proficiency in Microsoft Excel and trading tools.
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