Equity Dealer - Institutional

About 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.

Key Responsibilities

• Execute institutional client trades (equity, index, ETF) on Bloomberg, ODIN & Saral.
• Create & manage index baskets (NIFTY 750, NIFTY 100, synthetic indices, sectoral baskets).
• Develop & execute ETF baskets for market-making & liquidity management.
• Coordinate with fund managers, brokers, custodians & exchanges for smooth execution & settlement.
• Monitor trade execution efficiency, costs & market microstructure.
• Ensure compliance with SEBI, AMFI & internal risk guidelines.
• Contribute to automation & integration of trading systems.

Candidate Profile

Why Wealth First?

About Wealth First Portfolio Managers Ltd.

Wealth First Portfolio Managers Ltd. is a trusted name in financial asset management with over 30 years of experience in delivering consistent growth for our clients. We provide a one-stop solution for investment management, offering a comprehensive suite of services that includes :

Our diverse product basket covers Direct Bonds (taxable & tax-free), Government Securities, Mutual Funds, Fixed Deposits, PMS, Direct Equity, and Pension Products.

With a strong presence across Ahmedabad, Mumbai, Hyderabad, Pune and Surat, Wealth First has built a reputation as one of India’s most trusted client-centric financial advisors, focused on delivering long-term value and financial security to our clients.