Equity Dealer

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Experience Required:

About Us:

JRK is a leading financial services firm offering a comprehensive range of solutions, including retail broking, wealth management, alternative investment funds, mutual funds, and portfolio management services (PMS). As a forward thinking organization, JRK places a strong emphasis on the well-being and professional growth of its employees, recognizing that their success is integral to the company's achievements. By focusing on customer satisfaction and delivering exceptional value to investors, JRK has established itself as one of India's foremost retail financial services groups.

Role Brief:

We are looking for an experienced Equity and Derivatives Dealer & Relationship Manager who not only executes equity and derivatives trades but also builds and maintains long-term, value-driven relationships with clients. The individual would act as both a dealer and a trusted advisor. A key responsibility will be identifying cross-selling opportunities and seamlessly transitioning clients to more sophisticated financial solutions as their needs evolve, including transferring their own set of clients to higher-value investment products.

Key Responsibilities:

1. Execute equity and derivatives trades efficiently, ensuring optimal execution for clients.

2. Monitor market conditions and provide real-time trade execution.

3. Build and maintain long-term client relationships, offering tailored financial advice.

4. Regularly review client portfolios and suggest adjustments based on market conditions.

5. Identify opportunities to cross-sell additional financial products (mutual funds, PMS, AIFs, etc.).

6. Help clients diversify and upgrade their investment strategies.

7. Transition clients to more sophisticated products (e.g., PMS, AIFs) as their portfolios grow.

8. Facilitate smooth transitions and maintain strong relationships throughout the process.

9. Provide proactive investment advice and insights on equity and derivatives strategies.

10. Keep clients informed about market trends and opportunities.

11. Implement risk mitigation strategies for client portfolios, including derivatives and stop-loss orders.

12. Ensure alignment with clients’ risk tolerance and goals.

13. Ensure all trades comply with regulatory standards.

14. Maintain accurate records of trades and client communications.

Skills & Qualifications:

1. Bachelor’s degree in Finance or a related field.

2. Proven experience in equity and derivatives trading, with a deep understanding of financial markets and trading platforms.

3. Strong relationship-building skills with the ability to manage, advise, and nurture client portfolios effectively.

4. Ability to cross-sell and upsell financial products, transitioning clients to more sophisticated offerings like PMS, AIFs, and structured products.

5. Strong English and Hindi communication and interpersonal skills with a client-centric mind-set.

6. In-depth knowledge of equity markets, derivatives products (futures, options), and risk management strategies.

7. Experience working with high-net-worth individuals (HNWI) and institutional clients. 8. A successful track record of transferring clients to higher-value investment solutions.