Equity Dealer

Company Description

Welcome to SRR Capital, a financial services company founded in 2014 with a client-centric approach. With a decade of success, SRR Capital is the leading mutual fund distributor in Kerala and a key player in Thrissur. Our vision is to help individuals achieve financial security through customized financial planning and investment strategies. Our dynamic leadership team brings years of expertise in banking, finance, and wealth management.

Role Description

This is a full-time on-site role for a Manager of Operations and equity dealer at SRR Capital in Kerala, India. *Strong attention to detail and process orientation* and ensuring quality service delivery. They will also collaborate with the leadership team to drive strategic initiatives and enhance operational performance. Coordinate with the back-office and management team to ensure timely updates and data accuracy.

Maintain a high level of ownership and accountability in every task*. Maintain high levels of client satisfaction and retention.

Qualifications

*NISM certification (SORM).* Graduation.*Good Communication skills.

📊 Stock Dealer & Operations Executives

Responsibilities:

*Execute transaction efficiently.

*Monitor client portfolios to ensure all holdings, values, and allocations reflect accurately.

*Identify and rectify discrepancies in client holdings, valuations, and transaction reports if any.

*Coordinate with the back-office and management team to ensure timely updates and data accuracy.

*Maintain a high level of ownership and accountability in every task.

*NISM certification preferred.*

Manage client queries and service requests efficiently.

Assist clients with portfolio updates and transaction tracking.