Equity Dealer

Role & responsibilities

Order & Trade Execution: Execute buy and sell orders promptly in Equity and Derivatives (F&O) segments for mapped clients using terminal platforms, adhering strictly to exchange, SEBI, and internal risk boundaries.

Market Monitoring & Intelligence: Actively track real-time market movements, sector performance, index fluctuations, macroeconomic updates, and company news to identify actionable insights for clients.

Client Servicing & Portfolio Advisory: Manage and engage an assigned client book by delivering timely market updates, trade confirmations, research-backed insights, and portfolio reviews.

Risk Management & Obligation Tracking: Monitor daily client positions, margin requirements, exposure limits, MTM movements, and outstanding obligations to prevent default risks.

Cross-Department Coordination: Coordinate with Risk Management Systems (RMS), Back Office, and Compliance departments for smooth trade settlement, limit allocation, and query resolution.

Documentation & Compliance: Maintain organized, audit-ready records of client orders, voice logs, trade confirmations, interaction histories, and advisory notes under regulatory guidelines.

Preferred candidate profile

Technical & Functional Competencies

• Sound understanding of equity markets, price
• action dynamics, order types, and trading
• mechanisms.
• Broad familiarity with equities, derivatives, IPOs,
• mutual funds, and wealth management.
• Proficiency in broking terminals (ODIN, Diet
• ODIN, Angel SpeedPro/NXT) and MS Excel.
• High level of speed, accuracy, and operational
• vigilance during live market hours.

Interpersonal & Professional Attributes

• Strong verbal communication skills with the poise
• to articulate research effectively.
• Strict adherence to compliance protocols, margin
• limits, and data confidentiality.
• Positive demeanor, relationship-building acumen,
• and client retention focus.
• Adaptable, analytical attitude with a drive to excel
• in Indian capital markets.