Job Summary: We are seeking a skilled and detail-oriented Equity F&O Dealer to manage and execute orders in the equity derivatives segment. The ideal candidate will have strong knowledge of capital markets, F&O strategies, technical analysis, and risk management. This role requires fast decision-making, effective client communication, and a sound understanding of trading platforms. Key Responsibilities: Execute orders in equity, futures, and options on NSE/BSE with speed and accuracy. Monitor live market movements and place trades as per the client's or proprietary strategy. Maintain trading records and ensure timely reporting of executed trades. Collaborate with the research team to implement trading ideas and strategies. Track portfolio positions, P&L, margin requirements, and risk limits. Keep up-to-date with market developments, economic news, and trading systems. Requirements: NISM Series VIII (Equity Derivatives) certification is mandatory . Basic understanding of derivatives, technical indicators, and market trends. Proficient in trading platforms (e.g., ODIN,GREEKSOFT, etc.) Preferred Skills: Knowledge of option Greeks, hedging strategies, and intraday setups. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month
Processing new client applications and KYC documentation. Opening demat, bank and PMS accounts. Daily trade processing and settlement coordination. Reconciliation of trades and holdings with custodians and brokers. Ensuring compliance with SEBI PMS regulations and internal policies. Timely submission of regulatory filings and disclosures. Managing client agreements and renewal documentation. Working on PMS software for portfolio updates and reporting. Maintaining accurate data records in back-office systems. Job Type: Full-time Pay: ₹21,000.00 - ₹25,000.00 per month Work Location: In person
Processing new client applications and KYC documentation. Opening demat, bank and PMS accounts. Daily trade processing and settlement coordination. Reconciliation of trades and holdings with custodians and brokers. Ensuring compliance with SEBI PMS regulations and internal policies. Timely submission of regulatory filings and disclosures. Managing client agreements and renewal documentation. Working on PMS software for portfolio updates and reporting. Maintaining accurate data records in back-office systems. Job Type: Full-time Pay: ₹21,000.00 - ₹25,000.00 per month Work Location: In person
We are seeking a confident and proactive Pre-Sales Executive to join our Mumbai office. Will be responsible for approaching corporate clients via calls and emails, generating interest in our financial seminars, and scheduling appointments for the sales and advisory team. This is an office-based role ideal for someone with excellent communication skills, a professional attitude. Key Responsibilities: Identify and approach potential corporate clients through phone calls, emails, and other communication channels. Introduce the company’s financial products and services, and generate interest in attending our financial awareness seminars. Schedule and confirm appointments for corporate seminars and client meetings. Maintain and update the client database (CRM) with accurate information. Coordinate with the sales and event teams to ensure smooth execution of seminars and meetings. Follow up with prospects to nurture leads and support the sales closure process. Achieve daily, weekly, and monthly outreach and appointment-setting targets. Requirements Education: Graduate in any discipline (preferred: Commerce, Marketing, or Finance background) Experience: 1–4 years of experience in telesales, pre-sales, telemarketing, or business development (experience in financial services preferred) Gender Preference: Female Candidates Excellent verbal and written communication skills in English and Hindi Good at relationship building and follow-ups Proficient in MS Office and CRM tools Comfortable working in an office environment What We Offer: · Attractive fixed salary + incentives based on performance · Opportunity to interact with leading corporates and professionals · Supportive and collaborative team environment About Sykes & Ray Equities (SRE) is one of India’s foremost retail stock broking service entities, operating on the country’s two leading stock exchanges. With a strong footprint in over 140 locations across India through a vast network of business associates and branches, SRE has built a legacy of trust, transparency, and customer-centricity. Over the years, SRE has consistently strived to grow and evolve while maintaining the highest standards of service excellence — a quality clients have come to expect from the SRE brand. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Provident Fund Work Location: In person
We are looking for a proactive and customer-oriented CRM Executive to join our Mumbai team. The role involves managing client relationships, addressing queries related to trading and investments, and ensuring a seamless service experience. The ideal candidate should have a keen interest in financial markets, stock broking operations, and client engagement. Key Responsibilities: Act as the primary point of contact for clients regarding account information, trading activities, and investment-related queries. Build and maintain long-term relationships with clients to ensure satisfaction and loyalty. Coordinate with internal teams — including research, operations, and dealing desks — for effective query resolution. Proactively address client concerns and follow up to ensure timely closure. Maintain accurate and updated client information in CRM systems for efficient service tracking and compliance. Assist clients with onboarding, KYC processes, and trading platform guidance. Stay updated on financial products, market trends, and company offerings to better assist clients. Qualifications & Skills: Bachelor’s degree in Commerce, Finance, Economics, or a related field (MBA/PGDM preferred). 1–3 years of experience in customer relationship management , preferably in the stock broking or financial services industry. Good understanding of capital markets, demat/trading accounts, and investment products . Good communication and interpersonal skills. Proficiency in MS Office and CRM software; knowledge of trading platforms (e.g., ODIN, NEST) is an advantage. Customer-centric mindset with a proactive and professional approach. About Sykes & Ray Equities (SRE) is one of India’s foremost retail stock broking service entities, operating on the country’s two leading stock exchanges. With a strong footprint in over 140 locations across India through a vast network of business associates and branches, SRE has built a legacy of trust, transparency, and customer-centricity. Over the years, SRE has consistently strived to grow and evolve while maintaining the highest standards of service excellence — a quality clients have come to expect from the SRE brand. Job Type: Full-time Pay: From ₹16,000.00 per month Work Location: In person