Equity Dealer

Job Title: Equity Dealer

Purpose of the Role

The Equity Dealer is positioned within the financial services framework, responsible for executing equity transactions and providing tailored advice to clients. This role is accountable for enhancing client investment strategies while ensuring compliance with industry regulations.

Scope of Work

• Execute buy and sell orders for equities on behalf of clients.
• Provide financial advisory services to high-net-worth individuals (HNI) regarding market trends and investment opportunities.
• Manage and maintain long-term relationships with clients, addressing their investment needs and concerns.
• Promote cross-selling of various financial products and services to existing clients to enhance their portfolios.
• Ensure all transactions are processed accurately and in compliance with regulatory standards.
• Stay updated on market developments, news, and economic factors that may influence equity markets.
• Maintain a well-organized demat account management system for clients.
• Collaborate with team members to strategize and improve service offerings.

Candidate Requirements

• A minimum of 1 year of experience as an equity dealer or in a similar role related to broking and securities.
• Proven track record of handling HNI clients effectively and establishing strong client relationships.
• Familiarity with demat account processes and regulations related to equity trading.
• Strong analytical skills combined with a comprehensive understanding of financial markets.
• Effective communication skills for advising clients clearly on complex equity matters.

Candidates who meet these requirements are encouraged to apply for this role within our esteemed organization.