Role Equity Derivatives Dealer Entity JRK Stock Broking Pvt Ltd Location Kolkata India 700017 Work Arrangement Full time Work from Office Experience Required 5 - 7 years About Us JRK is a leading financial services firm offering a comprehensive range of solutions including retail broking wealth management alternative investment funds mutual funds and portfolio management services PMS As a forward thinking organization JRK places a robust emphasis on the well-being and professional growth of its employees recognizing that their success is integral to the company s achievements By focusing on customer satisfaction and delivering exceptional value to investors JRK has established itself as one of India s foremost retail financial services groups Role Brief We are looking for an experienced Equity and Derivatives Dealer Relationship Manager who not only executes equity and derivatives trades but also builds and maintains long-term value-driven relationships with clients The individual would act as both a dealer and a trusted advisor A key responsibility will be identifying cross-selling opportunities and seamlessly transitioning clients to more sophisticated financial solutions as their needs evolve including transferring their own set of clients to higher-value investment products Key Responsibilities 1 Execute equity and derivatives trades efficiently ensuring optimal execution for clients 2 Monitor market conditions and provide real-time trade execution 3 Build and maintain long-term client relationships offering tailored financial advice 4 Regularly review client portfolios and suggest adjustments based on market conditions 5 Identify opportunities to cross-sell additional financial products mutual funds PMS AIFs etc 6 Help clients diversify and upgrade their investment strategies 7 Transition clients to more sophisticated products e g PMS AIFs as their portfolios grow 8 Facilitate smooth transitions and maintain strong relationships throughout the process 9 Provide proactive investment advice and insights on equity and derivatives strategies 10 Keep clients informed about market trends and opportunities 11 Implement risk mitigation strategies for client portfolios including derivatives and stop-loss orders 12 Ensure alignment with clients risk tolerance and goals 13 Ensure all trades comply with regulatory standards 14 Maintain accurate records of trades and client communications Skills Qualifications 1 Bachelor s degree in Finance or a related field 2 Proven experience in equity and derivatives trading with a deep understanding of financial markets and trading platforms 3 Strong relationship-building skills with the ability to manage advise and nurture client portfolios effectively 4 Ability to cross-sell and upsell financial products transitioning clients to more sophisticated offerings like PMS AIFs and structured products 5 Strong English and Hindi communication and interpersonal skills with a client-centric mind-set 6 In-depth knowledge of equity markets derivatives products futures options and risk management strategies 7 Experience working with high-net-worth individuals HNWI and institutional clients 8 A successful track record of transferring clients to higher-value investment solutions Job Type Full-time Pay Up to 40 000 00 per month Benefits Health insurance Leave encashment Paid sick time Paid time off Provident Fund Work Location In person

📌 Equity Dealer (West Bengal)
🏢 Important Company of the Sector
📍 West Bengal