Equity Dealer & Relationship Manager
Job Summary
We are looking for an Equity Dealer & Relationship Manager to handle equity trading, manage client relationships, and support clients with investment-related requirements.
Key Responsibilities
- Execute equity buy/sell orders accurately through trading platforms.
- Manage and maintain strong relationships with existing clients.
- Handle client queries related to equity, derivatives, mutual funds, and other financial products.
- Provide market updates and portfolio-related information.
- Coordinate with back-office teams for settlements and account-related activities.
- Identify cross-selling and upselling opportunities.
- Maintain client records, trade reports, and follow-ups.
- Ensure compliance with applicable regulatory requirements.
Requirements
- Bachelor’s degree in Finance, Commerce, Economics, or a related field.
- 1–3 years of experience in equity dealing, broking, relationship management, or financial services.
- NISM Series VIII – Equity Derivatives Certification preferred/required.
- Good knowledge of equity markets, derivatives, mutual funds, and trading operations.
- Strong communication, client-handling, and relationship-building skills.
- Knowledge of trading platforms and MS Office/CRM.
Pay: ₹20,000.00 - ₹28,000.00 per month
Application Question(s):
- Do you have more than 2 years of experience in Finance, Commerce, Economics, or a related field.?
- Do you have NISM Certificate ?
Work Location: In person
