Equity Dealer

Equity Dealer & Relationship Management No. of Openings: 1–2 Job Type: Full-time Job Summary We are looking for a proactive and customer-focused Equity Dealer & Relationship Management professional to manage client relationships while efficiently handling equity trading and investment-related requirements. Key Responsibilities • Execute buy/sell orders through online/offline trading platforms. • Manage client relationships and handle client queries. • Provide market updates, stock information, and portfolio-related information. • Handle account-related requirements, documentation, and follow-ups. • Coordinate with the back-office team for settlements and trade-related activities. • Identify cross-selling and upselling opportunities. • Maintain client records, trade reports, and follow-ups. • Ensure compliance with applicable regulatory requirements. • Support client acquisition and business development activities. Required Skills & Qualifications • Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or a relevant field. • NISM Series VIII – Equity Derivatives Certification preferred/required. • Good knowledge of equity markets, derivatives, mutual funds, and trading operations. • Strong communication and client-handling skills. • Knowledge of trading platforms, MS Office, and CRM software. • Strong analytical and problem-solving skills. Experience • 1–3 years of experience in equity dealing, broking, client servicing, relationship management, or financial services. • Experience handling trading clients and executing equity orders is preferred. • Exposure to mutual funds, insurance, demat accounts, and cross-selling financial products will be an advantage.