Equity Dealer/Wealth Consultanat

Key Responsibilities:

• Execute client trades efficiently on various stock market platforms (NSE/BSE).
• Provide clients with timely and accurate market information, investment advice, and portfolio updates.
• Handle client queries related to demat accounts, trading platforms, and investment options.
• Maintain and grow client relationships through proactive communication and portfolio reviews.
• Ensure adherence to all regulatory and compliance guidelines while dealing with clients.
• Identify opportunities for cross-selling financial products such as mutual funds, insurance, and other investment instruments.
• Keep updated with market trends, equity research reports, and company fundamentals to support clients’ investment decisions.
• Coordinate with back-office teams for smooth trade settlements and client service delivery.

Required Skills and Qualifications:

• Bachelor’s degree in Finance, Commerce, Economics, or related field.
• NISM Series VIII (Equity Derivatives) certification is mandatory or must be completed within the probation period.
• Strong understanding of stock markets, mutual funds, and investment products.
• Excellent communication and interpersonal skills with a client-first approach.
• Ability to work under pressure and meet targets in a fast-paced environment.

Job Types: Full-time, Permanent

Pay: ₹10,994.56 - ₹30,694.21 per month

Benefits:

• Cell phone reimbursement
• Paid sick time

Experience:

• total work: 1 year (Preferred)

Work Location: In person