Job Title: Relationship Manager cum Dealer – Stock Broking

Location: Gurukul, Ahmedabad.

Type: Full time

About the Role

We’re looking for a Relationship Manager cum Dealer who can handle both client relationships and live order execution. You’ll be the main point of contact for our clients – building trust, understanding their investment goals, and executing trades on the exchange while staying compliant with broker and SEBI guidelines.

Key Responsibilities

Client & Relationship Management
Onboard current clients, complete KYC, and explain products/services clearly
Build and maintain strong relationships with HNI, retail, and active traders
Understand client risk profile and suggest suitable equity, F&O;, and mutual fund products
Regular follow-ups, portfolio reviews, and market updates to keep clients engaged

Dealer / Trading Desk
Execute client orders on NSE/BSE through the trading terminal
Ensure timely order placement, modification, and cancellation as per client instructions
Monitor market movement and inform clients of opportunities/risks
Coordinate with back office for settlements, margins,



and trade confirmations

Compliance & Reporting
Adhere to SEBI, exchange, and internal compliance norms
Maintain proper records of client instructions and trades
Flag any unusual activity or client grievances to management

What We’re Looking For
2+ years in stock broking, dealing, or relationship management role
NISM Series 8: Equity Derivatives and/or Series 5A: Mutual Fund certification required
Good understanding of equity, F&O;, currency, and mutual funds
Solid communication skills – you can explain market moves in straightforward terms
Comfortable working on trading terminals like NOW, ODIN, Omnesys, etc.
Target-oriented, ethical, and able to work under market hours pressure

Nice to Have
Existing client base in the market
Experience in both sales and dealing functions
Knowledge of technical/fundamental analysis

If this sounds like you, send your resume :

Pay: ₹13,000.00 - ₹16,000.00 per month

Work Location: In person

📌 Relationship Manager Cum Dealer Gurukul
🏢 Pathik ventures
📍 Gurukul