Join Us as an Equity Dealer

Are you an analytical thinker with solid skills in market analysis, risk management, and team leadership? If you’re ready to contribute to client success and enhance portfolio management, this is the role for you!

Position Details
Gender: Male/Female
Education: Graduate/Post Graduate
Experience: Open to Freshers and Experienced Candidates
Eligible Degree:
- NISM Certificate
Profile 1: B.B.A. & B. Com.
Profile 2: M.B.A. & M. Com.

What You’ll Do

Wealth Management:
Identify and pursue potential wealth management opportunities to optimize client portfolios.
Prepare and update daily reports on product performance, including AUM, AMC renewals, risk assessments, and compliance status.

Client Support:
Provide exceptional daily support to clients, addressing their inquiries and ensuring their needs are met.
Maintain transparent and consistent communication with clients and team members.

Process Improvement:
Follow established SOPs while integrating Six Sigma methodologies to enhance efficiency and quality.




Drive automation initiatives to streamline routine processes and improve operational effi

Risk & Trade Management:
Assess and mitigate risks associated with trading activities.
Process and execute trade orders promptly following client approval to ensure timely completion.

What We Are Looking For
Advanced Excel skills for data analysis, modeling, and reporting.
Strong ability to analyze market trends and make informed decisions.
In-depth knowledge of derivative products and market dynamics.
Robust team management skills to motivate and guide team members.
Ability to assess and mitigate risks associated with trading activities.
Comprehensive understanding of market conditions and economic factors affecting equity trading.

Recruitment Process
Apply: Complete the application form.
Test: Monitor your email for instructions regarding the Logical and Technical Assessments.
Complete: Follow the instructions to complete the assessments.
Stay Updated: Regularly check your email for further updates on your application status

📌 Dealer Surat (India)
🏢 Finideas
📍 India