Equity Dealer & Relationship Manager

Job Summary

We are looking for an Equity Dealer & Relationship Manager to handle equity trading, manage client relationships, and support clients with investment-related requirements.

Key Responsibilities
Execute equity buy/sell orders accurately through trading platforms.
Manage and maintain robust relationships with existing clients.
Handle client queries related to equity, derivatives, mutual funds, and other financial products.
Provide market updates and portfolio-related information.
Coordinate with back-office teams for settlements and account-related activities.
Identify cross-selling and upselling opportunities.
Maintain client records, trade reports, and follow-ups.
Ensure compliance with applicable regulatory requirements.

Requirements
Bachelor’s degree in Finance, Commerce, Economics,



or a related field.
1–3 years of experience in equity dealing, broking, relationship management, or financial services.
NISM Series VIII – Equity Derivatives Certification preferred/required.
Positive knowledge of equity markets, derivatives, mutual funds, and trading operations.
Solid communication, client-handling, and relationship-building skills.
Knowledge of trading platforms and MS Office/CRM.

Pay: ₹20,000.00 - ₹28,000.00 per month

Application Question(s):
Do you have more than 2 years of experience in Finance, Commerce, Economics, or a related field.?
Do you have NISM Certificate ?

Work Location: In person

📌 Equity Dealer 2 3 Years Vyttila Immediate (India)
🏢 Milestone Career Planner
📍 India