Position: Equity Dealer Client Servicing (Equity Derivatives) - Location: A/305, Knox Plaza, Mindspace, Near Lemon Tree Hotel, Malad West, Mumbai
About the Role
Proficient Capital is looking for a dynamic and client-focused Equity Dealer with experience in Equity Cash and Equity Derivatives. The ideal candidate will be responsible for executing client trades, managing day-to-day client servicing, and building strong client relationships while ensuring regulatory compliance.
Key Responsibilities
- Execute client orders in Equity Cash and Equity Derivatives accurately and efficiently.
- Handle client servicing, including trade execution, order modifications, and query resolution.
- Build and maintain strong relationships with retail and HNI clients.
- Assist clients with trading platforms and operational processes.
- Coordinate with internal teams for timely issue resolution.
- Keep clients informed about relevant market developments when appropriate.
- Ensure adherence to SEBI, exchange, and internal compliance guidelines.
- Maintain client records and documentation.
- Prepare MIS and reports using Microsoft Excel and Google Sheets.
Eligibility Criteria
- Graduate in any discipline (Commerce/Finance preferred).
- Mandatory: Valid NISM Series VIII Equity Derivatives Certification .
- 1 3 years of experience in Equity Dealing and/or Client Servicing with a stock broking or financial services firm.
- Good understanding of Equity Cash and Equity Derivatives markets.
- Familiarity with trading terminals and broker back-office systems is preferred.
Desired Skills
- Strong client relationship and communication skills.
- Confident, proactive, and customer-centric approach.
- Ability to work in a fast-paced market workplace.
- Working knowledge of Microsoft Excel, Word, and Google Sheets.
- Strong analytical and problem-solving abilities.
- High attention to detail, integrity, and discipline.
Preferred Profile
- Experience handling retail and HNI clients.
- Positive a