
Equity Dealer cum Advisor
6 days ago
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.
2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.
3) Keep clients in active category as per the defined norms.
4) Activate dormant clients.
5) Resolve client querries.
6) Maintain records of business on internal software.
7) Liaison with branches for revenue generation and query resolution
8) Follow guidelines of Risk management and Settlement
9) Ensure compliance as per various regulator and organization guidelines.
10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intelligence and references from existing clients.
11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Location-Mumbai, Ahmedabad, Surat, Bengaluru, Hyderabad, Chennai, Kolkata, Pune, Jaipur, Chandigarh, Delhi, NCR, Vadodra
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Equity dealer
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Equity Dealer
1 week ago
Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full timeAbout the Role Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making....
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Equity Dealer
5 days ago
Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full timeAbout the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...
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Equity Dealer
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Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full timeWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. Ensure compliance with SEBI, AMFI & internal risk guidelines. 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds. ~ Wealth First Portfolio Managers Ltd. is a trusted...
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