Equity Dealer

1 day ago

Gurgaon, Haryana, India InvesTek Full time ₹ 12,00,000 - ₹ 36,00,000 per year

InvesTek – A next-generation FinTech transforming financial services through AI. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a focus on Artificial Intelligence & Human Intelligence (HiAi), and client-centric service, we aim to help our clients achieve their financial goals and secure their financial futures.

Some of Our Milestones & Achievement Include: -


• InvesTek is India's fastest growing fintech firm backed by leading Private Equity Firm based out of Singapore.


• We are a Tech Firm who provides 360-degree financial solutions (Customized Solutions in Wealth Management, Investments Banking, Insurance, Credit Solutions, Start Up Advisory & Tax Advisory) with the blend of Cutting-edge AI and Human Intelligence program (HiAi)


• Overall, we manage more than 1400 Crores+ of Assets under Management & 3500 Crore Assets under Advisory, having more than 800+ clients across 5 cities with 75+ professionals.

Responsibilities

This is a full-time role for a dynamic and focused professional responsible for the accurate and timely execution of equity and derivatives trades for clients. The dealer will act as the primary point of contact for trade execution and ensure strict adherence to all market regulations and internal compliance policies. The ideal candidate will be responsible for trade execution, client service, and providing investment guidance in line with research recommendations.

Key Responsibilities


• Execute buy/sell trades on behalf of clients in equities and derivatives.


• Maintain and enhance client relationships by ensuring timely and efficient service.


• Take trade confirmations from clients and ensure accurate order execution.


• Provide investment guidance to clients as per the recommendations of the research team.


• Maintain updated records of client interactions and trades in compliance with company policies.


• Ensure complete data accuracy and adherence to regulatory requirements.


• Coordinate with internal teams (Research, Compliance, Operations) for seamless client experience.

Qualifications


• Graduate / Postgraduate in Finance, Commerce, or related fields.


• NISM certification (Equity Derivatives) is mandatory.


• 3–5 years of experience in equity dealing or advisory.


• Strong understanding of financial markets and trading platforms.


• Excellent communication and interpersonal skills.


• Ability to handle client queries efficiently and maintain long-term relationships.

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