Role Summary

Key Responsibilities
- Execute client trades via Dial & Trade for Equity / Derivatives as per client instructions.
- Ensure timely and accurate order punching and execution on trading terminals.
- Monitor client portfolios and positions to maintain regular interaction with clients for portfolio updates, market movement insights, and requirement-based support.
- Use trading platforms such as Sharekhan Trade Tiger and ODIN efficiently for dealing and monitoring.
- Guide clients regarding:
Ø OFS opportunities

Ø Rights Issues / Buybacks

Ø Important equity market developments/news flow
- Monitor the Clients Risk Position as per RMS.
- Provide post-market trade confirmations, reports, and resolving client queries where required

Skills & Requirements
- Strong understanding of equity markets and trading execution
- Experience in client dealing / dealer desk / broking terminal handling




- Proficiency in Sharekhan Trade Tiger and ODIN (preferred)
- Good communication skills in Hindi + English.
- Ability to monitor client positions, margins, and risk exposure
- Fast and accurate order execution with strong attention to detail
- Calm decision-making ability during volatile market conditions
- Prior experience of more than 5 years as an Equity Dealer / RM Support / Trading Dealer
- Knowledge of corporate actions: IPO, OFS, Rights, bonus, splits
- Solid client handling and relationship-based advisory approach
- NISM VIII certification Mandatory.

Job Types: Full-time, Permanent

Pay: From ₹15,000.00 per month

Experience:
- Equity Dealing: 3 years (required)

License/Certification:
- Nism 8 Certificate (required)

Work Location: In person

📌 Equity Dealer Investor Advisor (Mumbai)
🏢 Shri Vardhaman Broking
📍 Mumbai