Equity Dealer cum Advisor

5 days 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

  • Equity Dealer

    2 days ago

    Mumbai, Maharashtra, India Vibrant Securities Pvt Ltd Full time

    **JD FOR EQUITY DEALER CUM BACK OFFICE EXECUTIVE** Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail...

  • Equity Dealer

    2 weeks ago

    Mumbai, India Mazhar Full time

    **Hi** **We Have openings "PAN INDIA" for a PCG Franchise Advisor/Dealer in Bank Based Companies** **Skills Required,** **1) Buying & Selling Equity on behalf of Client.** **2) Cross Selling Mutual Funds.** **3) NISM Certifications Are Mandatory.** **4) Prior Experience in Similar Setup Preferred.** **5) Good communication skills & Market Knowledge.** **6)...

  • Equity Dealer

    3 days ago

    Mumbai, India Adity Birla Capital Full time

    **Designation**: Sr. Dealer/Trade Advisor/ Sr. Trade Advisor Ideal years of **experience**: 2- 8 years (relevant experience) **Compensation to be offered** : Between 2.7 lacs to 5.00 lacs pa (fixed) + Incentives (performance driven) Reporting to : Branch Manager / Area Manager **Role description**: - Reactivation of clients & acquisition of new clients -...

  • Equity Dealer Rms

    7 days ago

    Mumbai, India Vibrant Securities Pvt Ltd Full time

    **JD FOR EQUITY DEALER & RMS** Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients. **Position**:...

  • Equity Advisor

    7 days ago

    Hinjawadi, Pune, Maharashtra, India Sumi Services Full time

    Current Designation : Equity Dealer Experience : 6 Month to 2 Years CTC : Upto 5.50 LPA Location : Pune Required Skill equity advisor/dealer - worked on terminal - live market Qualification : Graduation + NISM **Salary**: ₹350,000.00 - ₹450,000.00 per year Schedule: - Morning shift

  • Equity Dealer

    5 days ago

    Vidyavihar, Mumbai, Maharashtra, India Amrutleela Equities Pvt. Ltd. Full time ₹ 20,000 - ₹ 2,40,000 per year

    Company: Thincredblu Securities Pvt Ltd – Leading Stock BrokerAbout Us: At Thincredblu Securities, we are a premier stock brokerage firm committed to delivering exceptional investment solutions and client service. Established in 2006, we pride ourselves in our commitment to help our traders & investors generate maximum returns on their invested...

  • Equity Dealer cum Advisor

    1 week ago

    Mumbai, India Quick Turtle Full time

    Job Description QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities - Trading / Dealing: Execute...

  • Equity Dealer

    2 weeks ago

    Mumbai, Maharashtra, India Arihant Capital Markets Ltd Full time

    **Job Title**: Equity Dealer **Experience**: 1 to 5 years **Location**: Mumbai, Bhopal, Indore, Bangalore, Ahmedabad **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced...

  • Equity Dealer

    3 days ago

    Mumbai, Maharashtra, India Tradebulls Securities Pvt Ltd Full time

    **Designation**: Equity Dealer **experience**: 6 month - 8 years (Relevant Experience) **Compensation to be offered** : Between 2.7 lacs to 3.00 lacs pa (fixed) + Incentives (performance driven) **Role description**: - Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their...

  • Equity Dealer

    2 days ago

    Mumbai, Maharashtra, India Tradebulls Securities Pvt Ltd Full time

    **Designation**: Equity Dealer **experience**: 6 month - 8 years (Relevant Experience) **Compensation to be offered** : Between 2.7 lacs to 4.00 lacs pa (fixed) + Incentives (performance driven) **Role description**: - Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their...