Role & responsibilities
Execute equity trades (cash, intraday, delivery) on NSE/BSE platforms for wealth clients
Ensure timely and error-free order execution as per client instructions
Handle high-value and HNI client orders efficiently
Support Relationship Managers with live market updates and trade execution
Provide stock quotes, market trends, and trade confirmations to clients/RMs
Build solid coordination with wealth sales teams
Track equity markets, indices, corporate actions, and news flows
Provide basic market insights and trading ideas to RMs (non-advisory)
Monitor volatility, circuit limits, and risk parameters
Adhere to SEBI, Exchange, and internal compliance guidelines
Ensure proper order punching, confirmations, and documentation
Maintain audit-ready records of trades and dealer logs
Prepare daily trade reports, turnover, and brokerage MIS
Monitor client margins, exposure limits, and square-offs
Coordinate with RMS and back-office teams for smooth operations
Strong knowledge of equity markets and trading mechanisms
Hands-on experience with trading terminals (TWS)
Understanding of RMS, margins, and exchange regulations
Preferred candidate profile
Excellent communication and active listening skills.
NISM Series VIII (Equity Derivatives)
Confidence and robust presentation abilities.
Ability to explain information clearly and simply.
Solid convincing and interpersonal skills.