Equity Dealer & Operations

- Equity Dealer & Operations

Department- Operations/ Client Relationship & Retention (CRR)

Location:Client First Wealth Management (HQ)

Company:Client First Wealth Management Pvt Ltd.

Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.

• Execute equity trades via Terminal, stock market orders, and investment transactions efficiently
• Monitor live market movements, portfolios, and trading positions
• Support clients in equity dealing, mutual fund, PMS, AIF, and insurance transactions
• Coordinate with brokers, RMs, and internal teams for smooth trade settlements and compliance
• Ensure proper documentation and process adherence for all market transactions

• Build and maintain long-term client relationships through regular engagement
• Understand client financial goals and risk profiles to support wealth creation
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• Assist in Portfolio Management, servicing, and performance discussions
• Prepare financial proposals, portfolio reviews and client presentations
• Resolve client queries related to investments, statements, transactions, and reports
• Identify opportunities & achieve the target by cross-selling and upselling financial products

• Maintain MIS reports, CRM updates, and client data records
• Track renewals, transactions, and service requests
• Support in preparing market updates and investment insights for clients
• Ensure timely completion of KYC, compliance, and documentation processes

• Strong knowledge of Stock Market, Equities, and Trading Operations
• Understanding of Mutual Funds, PMS, AIF, Insurance, and Wealth Products
• Ability to understand

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  financial numbers, portfolio data, and performance reports
• Fast executor with high accuracy and attention to detail
• Excellent clientcommunication and interpersonal skills
• Client-focused mindset with strong relationship management abilities
• Proficiency in Excel, Google Sheets, and PowerPoint
• Ability to work in a fast-paced financial services environment

• Graduate / Postgraduate in Commerce, Finance, Business, or related field
• 13 years of experience in stock market, wealth management, or financial services
• Certifications preferred (any of the following):
• NISM 8 Equity Derivatives
• NISM 7 Securities Operations
• NISM 10A / 12 / 15 (Mutual Fund / Research / Investment Adviser Modules)