Job Title: Calling & Trading Agent

Location: Mumbai

Department: Dealing / Equity Trading

Experience Required: 1–3 Years

Reports To: Senior Dealer / Head – Dealing

Job Objective

To support the dealing desk in executing client trades across equity and derivative segments with accuracy and timeliness, assist in day-to-day trading operations, ensure compliance with regulatory guidelines, and provide execution support to retail and HNI clients.

Key Responsibilities

- Execute client orders in Equity and F&O; segments through trading terminals (NSE/BSE);

exposure to commodities and currency is an added advantage.
- Assist senior dealers in monitoring markets and providing real-time trade execution support.
- Ensure timely and error-free order placement, modification, and cancellations.
- Coordinate with clients regarding order confirmations, margins, payouts, and basic RMS queries.
- Support Relationship Managers (RMs) with trade execution and client servicing requirements.
- Maintain trade records, client-wise logs, and basic MIS/reconciliation as required.




- Liaise with back-office and operations teams for settlements, ledger clarifications, and demat-related queries.
- Ensure adherence to SEBI regulations, exchange guidelines, and internal compliance processes.

Key Skills & Competencies:
- Basic understanding of equity markets and derivatives (F&O;).
- Familiarity with trading platforms such as ODIN, NOW, NEST, or similar terminals.
- Knowledge of NSE/BSE rules and basic SEBI compliance requirements.
- Strong attention to detail and ability to work under market pressure.
- Valuable communication and coordination skills.
- Willingness to learn market analysis and client handling.
- Basic technical analysis knowledge is an added advantage.

Qualifications

- Graduate in Finance, Commerce, Economics, or a related field.
- Mandatory: NISM Series VIII (Equity Derivatives) or NISM Series VII (Securities

Operations & Risk Management).
- Preferred: Additional NISM certifications (Series XV – Research Analyst) will be an advantage.

📌 Equity Dealer (Kurla)
🏢 Allvest Securities
📍 Kurla