Equity Dealer

Role & responsibilities:

• Execute buy and sell orders for clients in Equity, F&O, Currency, and Commodity segments.
• Ensure timely and error-free trade execution through approved trading platforms.
• Provide live market updates, trading ideas, and investment insights to clients.
• Handle retail, HNI, and active trading clients efficiently.
• Monitor client portfolios, margins, MTM, and trading positions.
• Resolve client queries related to trading, settlements, margins, and account operations.
• Cross-sell financial products such as Mutual Funds, IPOs, Bonds, SIPs, PMS, and Insurance.
• Activate dormant clients and increase trading volumes.
• Maintain proper trade records and coordinate with Risk, Operations, and Compliance teams.
• Ensure adherence to SEBI, NSE/BSE, and internal compliance policies.

Preferred candidate profile :

• Graduate in any discipline.
• 15 years of experience as an Equity Dealer or in a similar role within a broking firm.
• Mandatory NISM Series VIII (Equity Derivatives) Certification.
• Good understanding of Equity, F&O, Currency, and Commodity markets.
• Experience using trading terminals such as ODIN, NEST, or NEAT is preferred.
• Excellent communication and client relationship management skills.