Job Title: Relationship Manager cum Dealer – Stock Broking
Location: Gurukul, Ahmedabad.
Type: Full-time
About the Role
We’re looking for a Relationship Manager cum Dealer who can handle both client relationships and live order execution. You’ll be the main point of contact for our clients – building trust, understanding their investment goals, and executing trades on the exchange while staying compliant with broker and SEBI guidelines.
Key Responsibilities
Client & Relationship Management
- Onboard new clients, complete KYC, and explain products/services clearly
- Build and maintain strong relationships with HNI, retail, and active traders
- Understand client risk profile and suggest suitable equity, F&O, and mutual fund products
- Regular follow-ups, portfolio reviews, and market updates to keep clients engaged
Dealer / Trading Desk
- Execute client orders on NSE/BSE through the trading terminal
- Ensure timely order placement, modification, and cancellation as per client instructions
- Monitor market movement and inform clients of opportunities/risks
- Coordinate with back office for settlements, margins, and trade confirmations
Compliance & Reporting
- Adhere to SEBI, exchange, and internal compliance norms
- Maintain proper records of client instructions and trades
- Flag any unusual activity or client grievances to management
What We’re Looking For
- 2+ years in stock broking, dealing, or relationship management role
- NISM Series 8: Equity Derivatives and/or Series 5A: Mutual Fund certification required
- Good understanding of equity, F&O, currency, and mutual funds
- Strong communication skills – you can explain market moves in simple terms
- Comfortable working on trading terminals like NOW, ODIN, Omnesys, etc.
- Target-oriented, ethical, and able to work under market hours pressure
Nice to Have
- Existing client base in the market
- Experience in both sales and dealing functions
- Knowledge of technical/fundamental analysis
If this sounds like you, send your resume :
Pay: ₹13,000.00 - ₹16,000.00 per month
Work Location: In person
