Institutional Dealer(Equity & Derivatives)

Key Responsibilities :

• Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors .
• Handle and manage HNI and UNI clients , ensuring timely trade execution and excellent service.
• Operate and manage trading terminals efficiently (e.g., Neat, Kambola, Greeke , ODIN)
• Provide real-time order updates and confirmations to clients on recorded lines.
• Ensure consistent client engagement , including reactivation of dormant accounts .
• Address and resolve client queries promptly and professionally.
• Maintain accurate trade and client interaction records in the internal CRM / software.
• Coordinate with internal branches for revenue generation and efficient query resolution.
• Adhere strictly to Risk Management , Settlement , and Compliance guidelines.
• Follow all applicable SEBI and exchange regulations , as well as company policies.
• Acquire and onboard quality clients through networking, referrals, and market intelligence.
• Have executed orders through Bloomberg.

Qualifications and Skills :

Skills Required

Trade Execution