Company Description OJ Financial Services Limited is a SEBI-registered stock broking firm with over 35 years of experience in the Indian capital markets. The company is a member of major exchanges and depositories, including NSE, BSE, MSE, MCX, NCDEX, NSDL, and CDSL, and serves HNI and retail clients, corporate treasuries, DIIs, and family offices. OJ Financial offers a broad suite of trading and investment solutions across equity, derivatives, commodities, currencies, IPOs, ALGO/arbitrage, wealth management, fixed income products, SLBM, and mutual funds/AIFs.

Built on robust compliance practices and long-term client relationships, the firm has successfully navigated multiple market cycles. The organization is now focused on strengthening its institutional capabilities and becoming a future-ready, technology-enabled financial services provider while maintaining its core values.

Role Description This is a full-time, on-site Dealer/Institutional Sales position based in Mumbai. The role involves executing trades for institutional and high-value clients, monitoring market movements, and ensuring timely and accurate order placement across equity, derivatives, and other permitted segments. The Dealer/Institutional Sales professional will engage with institutional clients, provide market updates and investment ideas, and support relationship managers in servicing client portfolios.





Responsibilities include coordinating with internal teams for settlements, risk management, and compliance, as well as preparing basic reports and MIS related to client activity and market trends. The role also requires proactive prospecting of institutional accounts, supporting business development initiatives, and adhering to all regulatory and internal policies.

Qualifications

Candidates should possess strong Sales and Sales Management skills for handling institutional and high-value client relationships.

Candidates should possess Business Development and Merchant Services skills for expanding the client base and cross-selling financial products.

Candidates should possess Account Management skills to manage client portfolios, deliver responsive service, and maintain long-term relationships.

Sound understanding of capital markets, trading platforms, and financial products (equity, derivatives, commodities, currencies, mutual funds, bonds, AIFs).

Strong analytical, numerical, and communication skills, with the ability to interpret market data and explain it clearly to clients.

Ability to work in a fast-paced dealing room environment with high attention to detail and adherence to risk and compliance norms.

Relevant academic background in Finance, Commerce, Economics, Business, or a related field; NISM certifications and prior broking/institutional sales experience are preferred.

📌 Dealer/ Institutional Sales (Mumbai)
🏢 OJ Financial Services
📍 Mumbai