Equity Dealer/Wealth Consultant

As a professional in this role, you will be responsible for the following key tasks: - 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. In order to excel in this role, the following qualifications and skills are required: - Bachelor's degree in Finance, Commerce, Economics, or a 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. Please note that this is a full-time, permanent position with benefits including cell phone reimbursement and paid sick time. The work location for this role is in person. If you have at least 1 year of relevant work experience and possess the required qualifications and skills, we encourage you to apply for this opportunity.,