Equity Dealer cum Advisor

1 week ago

Vidyavihar Mumbai Maharashtra, India Samarth Advisory and Education Full time ₹ 2,40,000 - ₹ 6,00,000 per year

Position: Equity & Derivatives Dealer / Relationship Manager

Location: Mumbai ( Near phoenix Mall Kurla)

Experience: Minimum 1-3 years

Qualification: NISM Series VIII (Equity Derivatives) – Mandatory

Job Summary:

The candidate will be responsible for executing client trades, managing portfolios, and ensuring effective client servicing and retention. The role requires sound knowledge of the equity and derivatives market, along with strong communication and relationship management skills.

Key Responsibilities:

  • Execute prompt and accurate trade management for clients in the Equity and Derivatives segments, including limit, market, and stop-loss orders.
  • Actively monitor and manage client positions and portfolios, ensuring proper adherence to portfolio and risk management principles.
  • Understand and interpret research reports and provide timely market updates to clients for informed decision-making and business generation.
  • Develop and maintain strong client relationships through consistent engagement and professional communication.
  • Provide service and operational support to clients to ensure smooth trade execution and satisfaction.
  • Coordinate with the back-office and operations teams for reconciliation, reporting, and compliance activities.
  • Focus on client retention through quality advisory, follow-up, and personalized assistance.

Candidate Requirements:

  • Mandatory: NISM Series VIII (Equity Derivatives) Certification.
  • Strong understanding of Equity, Derivatives, Portfolio Management, and Risk Management concepts.
  • Excellent communication, presentation, and selling skills.
  • Ability to work in a fast-paced market environment with accuracy and efficiency.
  • Only local candidates

About the Role:

This position offers an excellent opportunity for individuals passionate about financial markets and client engagement. The selected candidate will play a key role in managing client portfolios, enhancing business relationships, and contributing to overall organizational growth.

Job Type: Full-time

Pay: ₹20, ₹50,000.00 per month

Application Question(s):

  • Are you aware about portfolio management in equity market?
  • Are you aware about technical analysis?
  • Do you have sales skill & good communication?
  • Please update your industry experience in dealing and servicing the stock market.

Experience:

  • work : 1 year (Required)

Work Location: In person

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