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For Employers

Equity Dealer

CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT

0 years

1 - 2 Lacs

india

Posted:1 day ago| Platform: GlassDoor logo

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Skills Required

trading communication risk compliance reports support onboarding finance

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a dynamic and detail-oriented Equity Dealer to execute trades on behalf of clients, provide market insights, and ensure seamless trading operations. The ideal candidate will have a solid understanding of stock markets, trading platforms, and client relationship management.

Key Responsibilities:

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.

Qualifications & Skills:

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.

Job Type: Full-time

Pay: ₹12,000.00 - ₹18,000.00 per month

Benefits:

Cell phone reimbursement
Health insurance
Leave encashment

Education:

Bachelor's (Preferred)

Work Location: In person

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