Dealer Management

2 weeks ago

Mumbai, India Saplings HR Full time

The firm manages equity assets across PMS, AIF, and Advisory channels, including offshore funds. It oversees assets under management and advisory of approximately 3600 Crs Its proprietary SQGARP™ (Sustainable Quality Growth at Reasonable Price) framework drives a focus on quality businesses and rigorous risk management. The firm's leadership has earned multiple awards, such as being recognized by Outlook Money as a Leading Fund Manager and as Best Fund Manager – Runner-Up for Axis Mid Cap Fund, among others. Maintain proper records of dealer notes, broker conversations, and trade instructions (Prepare and share reconciled trade files with the Operations team for further risk controls. intelligence and research insights. Advanced Excel skills – including Pivot Tables, VLOOKUP/XLOOKUP, conditional formatting, charting, data validation, macros/VBA (preferred). Excellent coordination skills with brokers, fund managers, and back-office teams. Qualifications & Experience Graduate/Postgraduate in Finance. NISM certifications (Equity Derivatives, Research Analyst) preferred. 5–8 years of experience in an equity dealing role on the buy-side (PMS, AIF, or

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