Dealer/Trade

About the Role:

We are looking for a disciplined and dynamic Equity & Derivatives Dealer to join our high-performance wealth management team at Leading Equity Firm.
The role involves handling client trades, monitoring RMS and margin calls, and driving product sales through proactive client engagement and regular learning.The candidate must demonstrate strong market understanding, high energy, excellent communication skills, and a result-oriented approach.

Key Responsibilities:1. Trading & Risk Management

• Execute client orders in Equity and Derivative segments with 100% accuracy and compliance.
• Monitor RMS selling alerts, client margins, and MTM positions.
• Coordinate with the RMS desk for margin shortfalls and take immediate corrective action.
• Ensure all trades adhere to client limits and company risk guidelines.

2. Market Preparation & Research

• Log in by 8:30 AM and participate in the Motilal Oswal Morning Call.
• Review global markets, SGX Nifty, and daily research reports.
• Track FII/DII data, market trends, and identify actionable ideas

3. Client Communication & Sales

• Maintain daily talk time of 90–120 minutes with clients.
• Make proactive client calls for:
• MTF activation and pitching
• Equity ideas, derivative trades, and margin follow-ups
• Conduct minimum 2 client meetings per day (post-market hours).
• Sell and promote Motilal Oswal wealth products – PMS, AIF, Mutual Funds, MLDs, Algos, and ULIPs.
• Generate references and new client leads during meetings.

4. Learning & Product Knowledge

• Attend daily product learning sessions (post-market).
• Build in-depth understanding of investment products, sales pitches, and client suitability.

5. Reporting & Compliance

• Maintain daily call log and meeting tracker.
• Submit End-of-Day report covering talk time, meetings, RMS issues, and product learnings.
• Log in to other internal systems for data and RMS monitoring.
• Follow all compliance and trade confirmation protocols.

Key Performance Indicators (KPIs):

Reporting Time - 8:30 AM

Morning Call Attendance 100%

Daily Talk Time - 90–120 mins

Client Meetings - 2 per day

RMS Alerts Closed - Same day

Product Learnings - 1 per day

Product Pitches - 3–5 clients/day

Daily Report Submission - By 7 PM

Desired Candidate Profile:

• Graduate / Postgraduate in Finance / Commerce / Economics.
• NISM Series-VIII (Equity Derivatives) certification – mandatory.
• Minimum 3-5 years of experience as a Dealer / Relationship Executive in Equity or Derivatives.
• Strong knowledge of equity markets, futures & options, and margin trading.
• Excellent communication, client handling, and sales skills.
• Must be disciplined, punctual, and proactive in learning and client engagement.

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Application Question(s):

• 1. Can you share your total years of experience in dealing and the exchanges you have dealt with ?

2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in?
3. How do you use technical and fundamental analysis in your day-to-day dealing?Client Management3. How do you use technical and fundamental analysis in your day-to-day dealing?Client Management

Experience:

• Trading: 3 years (Required)

License/Certification:

• NISM (Preferred)

Work Location: In person