Equity Dealer

Company Description

Ckredence Wealth, formerly Chirag Financial Services, is a prominent wealth management firm with over ₹1,200 crores in Assets Under Management (AUM). Founded by Chirag Shah and guided by Fund Manager Kartik Mehta's 20+ years of market expertise, the company provides a comprehensive range of financial solutions, including SEBI-registered Portfolio Management Services, equity investments, mutual funds, bonds, fixed deposits, and currency markets. With 40+ years of experience and 15,000+ client portfolios managed globally, Ckredence is supported by 50+ certified financial experts. Headquartered in Surat, the company also operates in Mumbai and Vadodara, with a presence across India.

Role Description

This is a full-time, on-site Equity Dealer role based in Surat. The Equity Dealer will be responsible for managing equity trades, monitoring market performance, and assisting clients in executing investment decisions. The role involves daily market analysis, ensuring compliance with regulatory guidelines, and collaborating with the team to achieve optimal portfolio performance. The professional will also stay updated on market trends and provide clients with informed recommendations aligned with their investment goals.

Qualifications

• Knowledge in Stock Market, Trading, and Equities
• Strong understanding of Finance and Investments
• Analytical skills and the ability to interpret market trends
• Proficiency in financial tools and trading platforms
• Excellent problem-solving and decision-making skills
• Effective communication and client relationship management skills
• Relevant certifications (e.g., NISM) are a plus
• Bachelor's degree in Finance, Economics, or related field

• Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.
• Monitor stock market movements and provide real-time trading advice to clients.
• Maintain active communication with clients to inform them of market trends, investment options, and risk factors.
• Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.
• Coordinate with the back-office team for timely settlement and reporting.
• Maintain and grow client relationships to ensure repeat business and client satisfaction.
• Prepare daily and periodic trading reports for internal and client use.
• Monitor client positions and margin requirements to prevent over-leveraging.
• Support in onboarding new clients and advising them on investment strategies.

• At least 1 year experience in ODIN software
• Bachelor's degree in Finance, Commerce, or a related field.
• Mandatory: NISM Series VIII - Equity Derivatives Certification.
• Good understanding of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.).
• Strong analytical, communication, and interpersonal skills.
• Ability to work in a fast-paced, high-pressure environment.
• Client-centric approach with an interest in relationship management.