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Equity Dealer
Anand Rathi Share and Stock Brokers Ltdmumbai, maharashtra, in26 days ago
Job descriptionBuild and maintain strong relationships with retail and HNI clients. Understand client investment goals, risk appetite, and financial needs to offer customized solutions. Address client queries related to portfolio performance, account statements, and trading strategies. Provide insights on equity markets, trading opportunities, and investment strategies. Recommend financial products and portfolio adjustments aligned with market conditions. Assist clients with risk management through diversification and hedging strategies. Achieve individual and branch-level revenue targets. Drive upselling and cross-selling of equity and allied products (mutual funds, insurance, etc.). Ensure adherence to SEBI, NSE / BSE, and internal compliance norms. Maintain accurate records of trades and client interactions for audit purposes. Monitor client behavior to mitigate risks such as margin shortfalls or excessive speculation. Stay updated on economic trends, corporate actions, and market developments. Analyze news and events to provide actionable insights to clients. Bachelor’s degree in Finance, Commerce, or Economics. Mandatory : NISM Series VIII certification. 1–3 years of experience in equity dealing, trading, wealth management, or related roles. Team handling experience : Not Applicable Customer-centric with a consultative sales approach. Strong problem-solving, negotiation, and analytical skills. High attention to detail; ability to perform under pressure. Proactive in identifying client needs and market opportunities. In-depth knowledge of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.). Excellent communication and interpersonal skills. Strong analytical ability to interpret market data and trends. Proficiency in Microsoft Excel and trading tools.
Profile : Equity Dealer
Designation : Executive / Sr. Executive
Reporting to : Manager
Location : Mumbai
Primary Job Responsibilities
1. Equity Dealing & Order Execution
- Execute equity and derivatives trades accurately within regulatory guidelines.
- Ensure timely and error-free order placement through trading platforms.
- Monitor real-time market movements and update clients for informed decision-making.
2. Client Relationship Management
3. Advisory Support
4. Revenue Generation
5. Compliance & Risk Management
6. Market Monitoring
Academic Requirements
Experience
Key Competencies
Skills Required
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Equity Dealer • mumbai, maharashtra, in
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