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Equity Dealer

Equity Dealer

ConfidentialIndore
19 days ago
Job description

Key Responsibilities

  • Equity Dealing and Order Execution :
  • Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.
  • Ensure timely and error-free order placement through trading platforms.
  • Monitor real-time market trends and provide updates to clients for informed decision-making.
  • Client Relationship Management :
  • Build and maintain strong relationships with retail and high-net-worth (HNI) clients.
  • Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions.
  • Handle client queries regarding portfolio performance, account statements, and trading strategies.
  • Advisory Support :
  • Provide clients with insights on equity markets, investment opportunities, and trading strategies.
  • Suggest appropriate financial products and portfolio adjustments based on market trends and client needs.
  • Assist clients in managing risk through hedging strategies and diversification.
  • Revenue Generation :
  • Achieve individual and branch-level revenue targets through brokerage and advisory services.
  • Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments.
  • Compliance and Risk Management :
  • Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE / BSE, etc.).
  • Maintain accurate records of client interactions and trade orders in line with audit requirements.
  • Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading.
  • Market Monitoring :
  • Stay updated on market trends, economic developments, and corporate actions that may impact equities.
  • Analyze market news and events to share actionable insights with clients.

This position reports to

Branch Manager / Cluster Head

Academic requirements

Bachelor's degree in Finance, Commerce, or Economics (NISM VIII certifications).

Location

Indore

Experience

1–3years of experience in equity markets, wealth management, or a similar role.

Team handling experience

NA

Key Competence &   SKILLS   REQUIRED

Key Competence

  • Customer-focused with a consultative sales approach.
  • Strong problem-solving and negotiation skills.
  • High attention to detail and ability to work under pressure.
  • Proactive in identifying client needs and market opportunities.

    • Skills

  • S Strong knowledge of equity markets and trading platforms (e.g., NSE NOW, ODIN, or similar).
  • Excellent communication and interpersonal skills for effective client interactions.
  • Analytical mindset with the ability to interpret market trends and data.
  • Proficiency in Microsoft Excel and trading tools.

    • Skills Required

    Dealer Sales, Sales, Equity Markets, Dealing, Equity Broking

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