Qualifications & Skills Required:

- Robust knowledge of stock market trends and trading practices
- Familiarity with equities, mutual funds, and other financial instruments
- Experience in finance, preferably in investments and portfolio management
- NISM 7 certification with 1 year work experience.
- Excellent analytical and problem-solving skills
- Ability to work in a quick-paced and dynamic work environment
- Proficiency in Microsoft Excel and other relevant tools

Job Descirption

- Engage directly with clients for trade execution, addressing inquiries and concerns related to trades and investments.
- Perform onboarding calls and handholding for new clients, ensuring smooth integration and support for the first 3 months.
- Execute trades in the terminal, ensuring accuracy and compliance with the trading manual and regulatory guidelines.
- Ensure timely resolution of helpdesk entries related to trade execution and client issues.
- Coordinate trade approvals and prepare necessary documentation, ensuring seamless communication with clients and internal teams.
- Review trades, credit balances, and client portfolios, focusing on accounts with no recent trades (3 months or more).
- Analyze and update stock trend sheets and client portfolios, including equity modification sheets and CRM updates.
- Regularly assess portfolios, identifying underperforming stocks or those with excessive weightage, and recommend necessary adjustments.
- Track and review monthly trades, especially for NRI clients, ensuring accurate portfolio and database updates.




- Take buy-in from clients for monthly investments and strategize ways to build and strengthen their portfolios.
- Keep clients informed on upcoming IPOs, UPI ID collection, bidding data, and other relevant investment opportunities.
- Collaborate with the Mumbai Research Team and Vaibhav Jain to enhance portfolio performance and generate stock recommendations.
- Update and monitor equity sheets, trade sheets, payment reminders, dormant accounts, and monthly infusions.
- Track daily trade volumes, pending trades, and approvals on the dashboard for accurate reporting.
- Prepare and distribute portfolio reports to clients, ensuring accurate tracking and timely updates.
- Conduct research on stock trends and equity recommendations, formulating ideas and presenting them to clients for potential trades.
- Provide market updates and roundups to key clients, helping them stay informed of current market conditions and opportunities.
- Continuously monitor and mitigate risks in trading and investment strategies to protect client portfolios.
- Ensure full compliance with SEBI guidelines and all regulatory standards in the trading and investment process.

Please take a few moments to complete the Job Application form for the pre screening interview by clicking on the following link provided: https://savepro.in/sfsjob

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits

- Leave encashment

Application Question(s):
- Have you worked as an Equity dealer in any stock broking firm earlier?

Experience:
- total work: 1 year (Required)

Work Location: In person

📌 Equity Dealer (Delhi)
🏢 Savepro Financial Services
📍 Delhi