
Equity Dealer
3 weeks 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.
-
Equity Dealer
3 weeks ago
Mumbai, Maharashtra, India Generali Central Life Insurance Full timeJob Role - Equity Dealer Job Location- Mumbai (Vikhroli) Job purpose Person will be primarily responsible for equity dealing - i.e execute equity trades. He / she will also be responsible for timely closure of all the deals in the system. The role of an dealer is to execute trades on behalf of the company, track market developments closely and inform the...
-
Equity Dealer
3 weeks ago
Mumbai, Maharashtra, India Generali Central Life Insurance Full timeJob Role - Equity DealerJob Location- Mumbai (Vikhroli)Job purposePerson will be primarily responsible for equity dealing - i.e execute equity trades. He / she will also be responsible for timely closure of all the deals in the system. The role of an dealer is to execute trades on behalf of the company, track market developments closely and inform the team...
-
Equity Dealer
3 weeks ago
Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeProfile: Equity Dealer 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...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeProfile: Equity Dealer 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...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India Choice Equity Broking Pvt Ltd Full time ₹ 1,100 - ₹ 2,94,377 per yearTrade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyze market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with clients...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India Skillventory Full timeJob DescriptionKey Responsibilities:- Execute equity and equity derivative trades for AIF/PMS portfolios in a timely and efficient manner.- Ensure all trades are executed within regulatory, compliance, and internal guidelines.- Coordinate closely with portfolio managers to understand trade intent, strategy, and urgency.- Monitor market movements, liquidity,...
-
Equity Trader
3 weeks ago
Mumbai, Maharashtra, India Bandhan Bank Full timeThe Equity Trader is responsible for executing trades in equity markets to meet individual profit targets and contribute to the overall profit targets of the trading desk and the Treasury Department. This role requires a strong understanding of market dynamics, the ability to identify profitable trading opportunities, and the expertise to manage risk within...
-
Equity Dealer Sales
4 days ago
Mumbai, Maharashtra, India Bwise Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAdvising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.Building relationships with the clientResponsible for achieving brokerage.New Client Acquisition Executing Trades Orders
-
Equity Trader
2 weeks ago
Mumbai, Maharashtra, India Bandhan Bank Full timeThe Equity Trader is responsible for executing trades in equity markets to meet individual profit targets and contribute to the overall profit targets of the trading desk and the Treasury Department. This role requires a strong understanding of market dynamics, the ability to identify profitable trading opportunities, and the expertise to manage risk within...
-
Institutional Dealer
2 weeks ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 1,50,000 - ₹ 28,00,000 per yearThe Institutional Dealer is responsible for executing and managing trading activities for institutional clients. This role involves analyzing market trends, executing trades, and providing strategic advice to optimize investment portfolios. The Institutional Dealer must maintain strong relationships with clients and financial institutions, ensuring that...