Equity Dealer

5 days ago

Mumbai, Maharashtra, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Specifications

Profile: Equity Dealer

Designation: Executive / Sr. Executive

Location: Mumbai

Reporting To: Manager

Primary Job Responsibilities

1. Equity Dealing and Order Execution

  • Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.
  • Ensure timely and error-free order placement through trading platforms.
  • Monitor real-time market trends and provide market updates to clients for informed decision-making.

2. Client Relationship Management

  • Build and maintain strong relationships with retail and high-net-worth (HNI) clients.
  • Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions.
  • Address client queries regarding portfolio performance, account statements, and trading strategies.

3. Advisory Support

  • Provide clients with insights on equity markets, investment opportunities, and trading strategies.
  • Recommend suitable financial products and portfolio adjustments based on market movements and client needs.
  • Assist clients in managing risk through diversification and hedging strategies.

4. Revenue Generation

  • Achieve individual and branch-level revenue targets through brokerage and advisory services.
  • Focus on upselling and cross-selling allied financial products such as mutual funds, insurance, and other investment instruments.

5. Compliance and Risk Management

  • Ensure all trading activities comply with SEBI, NSE/BSE, and other regulatory norms.
  • Maintain accurate records of client interactions and trade orders for audit and compliance purposes.
  • Monitor client trading patterns to mitigate potential risks such as margin shortfalls or excessive speculative activity.

6. Market Monitoring

  • Stay updated on market trends, economic indicators, and corporate actions impacting equities.
  • Analyze market news and events to provide actionable insights to clients.

Academic Requirements

  • Bachelor's degree in Finance, Commerce, or Economics.
  • NISM Series VIII (Equity Derivatives) certification is mandatory.

Experience

  • 1–3 years of experience in equity markets, wealth management, or a related role.
  • Team handling experience: Not required.

Key Competencies

  • Customer-focused with a consultative sales approach.
  • Strong problem-solving, negotiation, and relationship-building skills.
  • High attention to detail and ability to work under pressure.
  • Proactive in identifying client needs and market opportunities.

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