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Equity Dealer

0 - 31 years

1 - 3 Lacs

Posted:1 day ago| Platform: Apna logo

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On-site

Job Type

Full Time

Job Description

Job Description We are seeking a dynamic and experienced Equity Dealer to join our team. This role combines the responsibilities of both a traditional equity dealer and back office work, a sales professional, requiring a strong understanding of the equity markets, excellent communication skills, and a proven track record of success. Key Responsibilities: Trading: Execute buy and sell orders on behalf of clients, ensuring optimal pricing and timely execution. Monitor market trends, economic indicators, and company news to identify trading opportunities. Develop and implement trading strategies to maximize returns and minimize risk. Manage risk exposure through effective position sizing and hedging techniques. Sales: Build and maintain strong relationships with clients, including institutional investors, high-net-worth individuals, and retail clients. Proactively identify and pursue new business opportunities. Conduct market research and analysis to generate investment ideas and recommendations. Prepare and present compelling sales pitches and investment proposals. Provide excellent client service, including timely responses to inquiries, accurate trade confirmations, and regular portfolio reviews. Back Office: - Process client account openings with KYC and regulatory compliance. - Handle account modifications (e.g., bank details, contact updates). - Facilitate account shifting and closure requests. - Manage reactivation of dormant accounts per protocols. - Verify, collect, and file client documentation accurately. - Maintain and update client records in back-office systems. - Ensure compliance with SEBI, KYC, and AML regulations. - Resolve discrepancies in documentation or account status. - Generate reports on account activities as required. Qualifications and Skills: Bachelor's degree in finance, economics, or a related field. Strong understanding of equity markets, including stocks, options, and derivatives. Proven track record of success in equity trading and/or sales. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work under pressure and meet tight deadlines. Proficiency in trading platforms and software. Strong knowledge of regulatory compliance and risk management.

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