Equity Dealer Cum RM Job Description :
We are seeking a dynamic and client-focused RM cum Equity Dealer to manage client relationships and execute equity trading activities. The ideal candidate should possess strong knowledge of equity markets, trading platforms, and investment products while delivering exceptional client service and achieving business targets.
Key Responsibilities:
- Execute equity, derivatives, and other market transactions on behalf of clients.
- Provide market updates, trading ideas, and investment recommendations to clients.
- Build and maintain strong relationships with existing and prospective clients.
- Acquire new clients and generate revenue through cross-selling financial products.
- Assist clients in portfolio management and investment planning.
- Ensure timely trade execution and adherence to regulatory guidelines.
- Handle client queries related to trading, investments, and market movements.
- Monitor market trends, economic developments, and company news.
- Achieve brokerage, revenue, and client acquisition targets.
- Maintain accurate records of client interactions and transactions.
- Coordinate with internal teams to ensure smooth client servicing.
Requirements:
- Bachelor's degree in Commerce, Finance, Business Administration, or related field.
- NISM Series VIII (Equity Derivatives) certification preferred.
- Experience in Equity Dealing, Relationship Management, Stock Broking, Wealth Management, or Financial Services.
- Strong understanding of equity, derivatives, mutual funds, and financial markets.
- Excellent communication, relationship-building, and sales skills.
- Ability to work in a fast-paced market environment.
- Proficiency in trading platforms and MS Office.
Preferred Experience:
- 1–5+ years of experience in Stock Broking, Wealth Management, or Financial Services.
- Experience handling HNI, retail, or active trading clients will be an added advantage.
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Work Location: In person
