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Equity Dealer

Equity Dealer

AnandRathi

1 - 3 years

3 - 5 Lacs

Panaji Davangere Bengaluru

Posted:7 hours ago| Platform:

Apply

Skills Required

Equity Advisory Equity Dealer Equity Trading Equity Derivatives NISM Cross Selling Client Acquisition Third Party Products Equity Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire new clients through leads, referrals, cold calling, and networking.
Provide investment advice based on client risk profiles and financial goals
Execute trades in equity, derivatives, mutual funds, and other financial instruments
Achieve business targets related to client acquisition, revenue, and product cross-selling
Update clients with daily market insights, investment ideas, and research recommendations
Build and maintain strong client relationships and offer excellent customer service
Maintain and update records of trades and client interactions
Communicate real-time market updates to clients and advise them on trade decisions
Execute buy/sell orders for equities and derivatives on behalf of clients

Preferred candidate profile

Bachelors degree in Finance, Commerce, or related field.
NISM Series VIII (Equity Derivatives) certification Mandatory
13 years of experience in equity dealing or broking environment.
Strong understanding of financial markets, investment products, trading platforms, and equity products.
Excellent communication and analytical skills

If anyone is interested request you to share your updated profile.

Triveni S

Regional HR

mail ID - trivenis@rathi.com

Contact no - 8951380792

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