Dealer - Private Client Group - Mumbai

Location

Mumbai

Department

Private Client Group

No. of Openings

1

Age

21-25

Qualifications

Graduate

Experience in Years

6 months-2 years

Job Responsibilities

Job Description:

1. Execute trades across Equity & F&O; segments.

2. Update clients on positions and portfolios.

3. Adhere to risk and regulatory guidelines.

4. Manage post-market activities and MIS.

5. Share Sushil research ideas & products with clients.

6. Re-engage inactive clients and drive activity.

7. Preparation of MIS and related reports

Job Competencies:
Active Listening,

Client communication & Relationship Management,

Accuracy & attention to detail,
Client Centric,
Time Management,
Ability to work under pressure

Technical Competencies:
MS Office

NEAT, BOLT & CTCL (ODIN),

NISM VIII,

Risk & Regulatory Compliance,

Trading & Broking Applications

Candidate Profile

Confident and professional personality,
Proactive with a positive attitude,
Quick learner with a growth mindset
Comfortable in a fast-paced workplace,
Well-organized and dependable

Collaborative team player

📌 Dealer - Private Client Group (Mumbai)
🏢 Sushil Finance
📍 Mumbai