Equity Dealer

About the job

Department: Private Client Group (PCG)- Phillip Capital IndiaLocation: MumbaiReporting to: Head - PCG DeskExperience: 3-8 years in equity dealing, preferably with Ultra HNI clients

Key Responsibilities:

Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speedProvide end-to-end servicing to existing clients-pre-trade preparation, trade execution, post-trade confirmations, and follow-upsEnsure flawless trade execution across BSE/NSE platforms during market hoursCoordinate with RM/Advisory teams to implement client portfolio strategies efficientlyProactively monitor client portfolios, track corporate actions, and inform clients accordinglyAssist in margin requirements, fund management, and compliance with internal risk parametersEnsure regulatory compliance and proper documentation for all executed tradesOffer real-time updates and support to clients on market movements, news, and corporate actionsMaintain high service standards and act as a trusted point of contact for Ultra HNI clients

Key Requirements:

Graduate/Postgraduate with relevant NISM Certifications (Equity Derivatives Module is mandatory)Proven experience (minimum 3 years) in equity dealing for Ultra HNI/HΝΙ clientsDeep understanding of equity markets, products, and regulatory environmentHigh accuracy and execution efficiency during market hoursStrong interpersonal and client-servicing skillsMust be highly disciplined, ethical, and proactive in client communicationProficient with trading terminals (Omnesys/NOW/NEAT/NEST/ Greeksoft or similar)Sound knowledge of running Algos on the systemsExcellent coordination and team collaboration skills