Job
Description
jd - Responsibilities: Derivative Trade Execution: Execute equity, commodity, and currency derivative trades (Futures & Options) on behalf of HNI clients with precision and speed, ensuring optimal execution prices. Place orders accurately on trading terminals as per client instructions and market conditions. Manage client accounts, monitor positions, and handle margin calls effectively. Client Advisory & Strategy: Provide proactive and well-researched advisory services to HNI clients on derivative trading strategies, including hedging, arbitrage, speculation, and income generation. Educate clients on various derivative products, their risks, and potential rewards. Conduct regular portfolio reviews with clients, specifically focusing on their derivative exposure and performance. Offer timely market insights, technical analysis, and news flows relevant to derivative trading. Brokerage Generation & Revenue Targets: Responsible for achieving and exceeding brokerage generation targets primarily through active advising and execution for HNI clients in the derivative segment. Identify opportunities for cross-selling other financial products (e.g., Equity Cash, PMS, Mutual Funds) based on client needs and risk profiles. Risk Management & Compliance: Adhere strictly to all SEBI regulations, exchange guidelines (NSE, BSE, MCX, NCDEX), and internal company policies related to derivative trading. Monitor client risk profiles and ensure trades are within defined risk parameters. Maintain accurate records of all client interactions, trades, and advisory notes. Ensure proper documentation and client onboarding procedures are followed. Market Intelligence & Research: Stay updated with global and Indian financial market trends, economic indicators, and geopolitical events impacting derivative markets. Utilize various research tools and platforms to provide informed trading recommendations. Maintain a strong understanding of options Greeks and their implications.
