Job Title: Equity Dealer and Relationship Manager Job Summary: We are seeking a dynamic and client-oriented Equity Dealer and Relationship Manager to join our growing team. The ideal candidate will be responsible for executing trades, managing client relationships, and ensuring all activities are in strict compliance with regulatory standards. This dual role requires a basic understanding of the equity markets, exceptional communication skills, and a commitment to providing outstanding service to our clients. Key Responsibilities: Trade Execution: Accurately and efficiently execute buy and sell orders for clients in equities, derivatives, and other financial products on behalf of the firm. Client Relationship Management: Act as the primary point of contact for a portfolio of clients. Proactively connect with clients. Provide clients with timely market updates and relevant information to support their investment decisions. Build and maintain long-term, trusting relationships with clients. Business Development: Identify opportunities to acquire new clients and grow the firm's assets under management. Promote and cross-sell Motilal Oswal's range of financial products and services, including mutual funds, PMS, and insurance. Compliance and Risk Management: Ensure all trading activities adhere to SEBI regulations and internal compliance policies. Maintain accurate records of all client interactions and transactions. Stay updated on the latest market regulations and compliance requirements. Reporting: Prepare and present regular reports on client portfolios and trading activities to the management. Qualifications and Skills: Education: Bachelor's degree in Commerce, Finance, Business Administration, or a related field (fresher can also apply). Skills: Excellent communication skills. Strong analytical and problem-solving abilities. High level of integrity and professional ethics. Ability to work effectively in a fast-paced and target-driven environment. Proficiency in MS Office Suite.
Role & responsibilities Responsibilities will include opening demat accounts, processing modifications post-account opening, and maintaining accurate client records. The ideal candidate should be organized, detail-oriented, and proficient with computers. Preferred candidate profile The ideal candidate for this role should be organized, detail-oriented, and capable of managing tasks accurately. Freshers are welcome to apply, and no prior experience is required. Basic knowledge of demat accounts and the account-opening process is a plus, but training will be provided. Proficiency in using computers, especially MS Office (Excel and Word), is essential, and familiarity with financial software or CRM tools would be an advantage. Good communication skills, both written and verbal, are important for interacting with clients and team members. We are looking for someone who is dependable, trustworthy, and comfortable handling sensitive client information. A problem-solving attitude and the ability to work independently or as part of a team are key. A self-motivated and proactive approach to learning and work will help freshers excel in this role.