Equity Dealer Investor Advisor Mumbai (India)

Equity Dealer Investor Advisor Mumbai (India)

07 Sep
|
Shri Vardhaman Broking
|
India

07 Sep

Shri Vardhaman Broking

India

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 Significant 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
Quick 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 (India)
🏢 Shri Vardhaman Broking
📍 India

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