Dealer (PMS)

1 week ago

Bandra Mumbai Maharashtra, India Wright Research Full time ₹ 3,00,000 - ₹ 10,00,000 per year

Job Summary

We are looking for a Dealer with a foundational understanding of financial markets, particularly equities and derivatives. This role involves generating and executing trades per model portfolios, assisting in client-level reconciliation, and maintaining effective communication with market participants. The ideal candidate should be proficient in Excel, comfortable with basic market systems, and eager to learn and grow in a dynamic trading environment.

Key Responsibilities

  • Trade Generation & Execution
  • Generate trades using model portfolio software/Excel.
  • Execute orders (buy/sell) across various market segments (equities, derivatives) with guidance from senior dealers or fund managers.
  • Monitor market conditions and update seniors on relevant trading opportunities or changes.
  • Portfolio Support & Reconciliation
  • Calculate and track client-level variances using internal systems and Excel-based tools.
  • Assist in reconciling trades with operations and custodians to ensure accuracy in client portfolios.
  • Prepare basic trade summaries and reports for internal stakeholders.
  • Market Intelligence
  • Maintain a network with sell-side dealers, brokers, and other market participants.
  • Gather and relay market intelligence or insights to support decision-making.
  • Operational & Administrative Tasks
  • Maintain accurate trade logs, spreadsheets, and other records.
  • Support monthly and quarterly reporting tasks in coordination with the operations team.

Required Skills & Qualifications

  • Education: Bachelor's degree in Commerce, Finance, or related discipline.
  • Market Knowledge: Basic understanding of equity and derivatives markets.
  • Technical Proficiency:
  • Strong skills in MS Excel (pivot tables, VLOOKUP, simple macros preferred).
  • Familiarity with brokerage terminals is an advantage.
  • Soft Skills:
  • Good communication and coordination abilities.
  • Detail-oriented with strong organizational skills.
  • Willingness to learn and adapt in a fast-paced environment.

Additional Requirements

  • Location Flexibility: Must be based in or willing to relocate to Mumbai.
  • Team Player: Ability to work collaboratively with research, product, and operations teams.

Job Types: Full-time, Permanent

Pay: ₹300, ₹1,000,000.00 per year

Benefits:

  • Health insurance
  • Paid time off

Work Location: In person

  • PMS Dealer

    3 weeks ago

    Mumbai, India equentis Full time

    Job Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...

  • PMS Dealer

    2 weeks ago

    Mumbai, India equentis Full time

    Job Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...

  • PMS Dealer

    2 weeks ago

    Mumbai, India equentis Full time

    Job Overview: The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and operations of the PMS department, ensuring the delivery of high-quality investment services to clients. This role involves collaborating with the team to enhance client relationships, oversee portfolio performance, and assist in strategic...

  • Pms Dealer

    4 days ago

    Mumbai, India Barclays Full time

    Job Title: PMS Dealer Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which...

  • Dealer

    4 days ago

    Mumbai, Maharashtra, India Talent Leads HR Solutions Full time

    Opening: 1 Nos. - Job ID: 79438 - Employment Type: Full Time - Reference: - Work Experience: 3.0 Year(s) To 5.0 Year(s) - CTC Salary: 7.00 LPA TO 8.00 LPA - Industry: Banking/Financial Services - Qualification: CA - CA; MBA/MMS/MPM/PGDM - Finance - Location: - Mumbai **POSITION**:Dealer - PMS Fixed Income (Manager/Senior Manager)** Reports to (Position):...

  • Equity Dealer

    4 days ago

    Mumbai, India Electrum Portfolio Managers Limited Full time

    **Brief about Electrum Portfolio Managers Ltd** Electrum is a finance outfit with PMS and wealth management as key businesses. On the PMS side, It usually invests in small and midcap companies over medium to long term with strong management, good growth as well as good fundamentals. It typically follows a bottoms up investment approach. **JD equity dealer...

  • Equity Dealer

    4 days ago

    Andheri, Mumbai, Maharashtra, India Excellent Pro HR Full time

    We have opening for Equity dealer with us PFB: - Role-Equity Dealer/Equity advisor/Equity trader/senior Equity dealer Revenue generation : - Responsible for generating brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life...

  • Equity Dealer

    4 days ago

    Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling,enhancing and upgrading the High Net Worth relationships. 3. To give your full involvement to support clients to maintain long-term relationship with them. 4. Daily meetings...

  • Pms Support

    1 day ago

    Mumbai, Maharashtra, India HSBC Full time

    -Job description**Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Equity Dealer

    3 days ago

    Fort, Mumbai, Maharashtra, India Human Resource Search Full time

    **PMS Dealer - Buy Side** - Trade Execution: - As per the instruction of the fund manager, execute buy and sell orders for equity - Maintain trading diaries and net position daily - Send portfolio allocation file to the custodian (at the end of the day) - To update the team on fund flows on investment as well as cash balance in the portfolio. - Excell...