- Execute equity trades (cash, intraday, delivery) on NSE/BSE platforms for wealth clients
- Ensure timely and error-free order execution as per client instructions
- Handle high-value and HNI client orders efficiently
- Support Relationship Managers with live market updates and trade execution
- Provide stock quotes, market trends, and trade confirmations to clients/RMs
- Build strong coordination with wealth sales teams
- Track equity markets, indices, corporate actions, and news flows
- Provide basic market insights and trading ideas to RMs (non-advisory)
- Monitor volatility, circuit limits, and risk parameters
- Adhere to SEBI, Exchange, and internal compliance guidelines
- Ensure proper order punching, confirmations, and documentation
- Maintain audit-ready records of trades and dealer logs
- Prepare daily trade reports, turnover, and brokerage MIS
- Monitor client margins, exposure limits, and square-offs
- Coordinate with RMS and back-office teams for smooth operations
- Robust knowledge of equity markets and trading mechanisms
- Hands-on experience with trading terminals (TWS)
- Understanding of RMS, margins, and exchange regulations
Preferred candidate profile
- Excellent communication and active listening skills.
- NISM Series VIII (Equity Derivatives)
- Confidence and strong presentation abilities.
- Ability to explain information clearly and simply.
- Strong convincing and interpersonal skills.