Job Title: Equity Dealer

Reporting To: Department Head

About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are

passionate about transforming the way Indians get personal finance advice. Our team is dedicated to

providing comprehensive financial solutions that cater to the unique needs of our clients.

Job Summary: We are looking for a professional with 2–3 years of experience in equity markets to

execute trades, provide equity and derivatives advisory to HNI clients, and support portfolio

monitoring.

The role also involves building client relationships, sharing market insights, acquiring new clients,

and ensuring smooth trade execution while adhering to regulatory guidelines.

Location: Mumbai

Key Responsibilities:

•Execute equity and derivatives trades for PMS portfolios and HNI clients as per investment

strategies, ensuring timely and accurate order placement.

•Provide equity and derivatives advisory to HNI clients based on fundamental analysis,

technical indicators, and market developments.





•Monitor client portfolios and track performance to ensure alignment with investment

objectives and portfolio strategies.

•Share real-time market updates, technical insights, and intra-day trading ideas with clients to

support informed investment decisions.

•Build and maintain solid relationships with HNI clients through regular interactions,

portfolio reviews, and prompt query resolution.

•Acquire new clients through networking, referrals, cold calling, and investor meetings to

expand the client base and drive business growth.

•Utilize Order Management Systems (OMS) for trade execution, order tracking, allocation,

and coordination with operations teams for smooth post-trade processes.

•Ensure adherence to SEBI regulations, internal compliance policies, and maintain accurate

KYC and client documentation.

•Support day-to-day branch operations and ensure efficient functioning of trading and client

servicing act

📌 Equity Dealer (Mumbai)
🏢 Finnovate
📍 Mumbai