Equity Dealer

2 days ago

Mumbai, India Client of Sapwood Ventures Full time

Accurate & Timely execution of orders on terminal on behalf of the clients
- Should have a basic idea of operating Trading Terminal
- Well versed with Share Broking industry
- Thorough knowledge of all NSE/ BSE Rules & Regulations
- Knowledge of Mutual Funds/Financial Products /Equity /Derivatives / Broking /Securities
Market
- Maintaining Trading logs and Net positions of clients on a daily basis (at end of the day)
- Updating the client portfolios on a daily basis
- Managing RMS to track clients’ margins
- Ensuring data confidentiality
- Client Relationship involves:

- Acquisition of clients, meeting and engaging them in trade operations
- Providing debit/credit balance to the client.
- Resolving all the queries of the client.
- Sharing the back office Ledger reports, Holding reports and Global reports with the
clients.
- Executing the Purchase and Redemption of Mutual fund units using NSE/BSE
- MF platform.
- Preparing and sending mailers for Buyback, IPO and Rights etc. to the clients.
- Providing seamless support to our clients to help them understand mobile trading
interface and encourage the clients to use it.
- Keen in gaining/upgrading knowledge of market news, financial trends and current
affairs
- Downloading, uploading various files from FTP and accordingly uploading on company’s
software.
- Checking disabled and enabled data in turn updating on software.
- Resolving clients queries with respect to Margin and trading terminal.
- Reading circular inspections, trading and clearing subscribed on NSE/BSE site.
- Downloading client’s ledger, monthly bills of NSE & BSE and maintaining tracker for the same.
- Daily reporting of margin to Exchange-Currency, Cash and derivatives.
- Miscellaneous, If any.

Skills required:

- Should be certified in NISM / NCFM for Dealer’s module (or be willing to take the exam
immediately)
- Strong Communication skills (Written and Verbal)
- Knowledge of MS Excel, Word and Power Point
- Knowledge of different trading platforms like Greek, Odin, NEAT is preferable

**Salary**: ₹30,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Greater Mumbai, Mumbai - 400001, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 5 years (preferred)

**Speak with the employer**

+91 6380692456

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