Role & responsibilities

Role- Dealer

Role Definition

The Dealer will be responsible for executing trades, managing client relationships, driving sales performance, and ensuring efficient inventory and risk management. The role requires a balance of market knowledge, client servicing, and adherence to compliance and operational processes.

Responsibility Deliverable

- Trade Execution and Risk Management

- Sales Performance & Customer Acquisition

- Client Servicing & After-Sales Support

- Compliance, Reporting & Team Coordination

Tasks & Activities

• Trade Execution and Risk Management

- Punch buy and sell orders for cash equities, futures, and options (F&O;) accurately and efficiently on trading terminals
- Provide market insights, trading strategies to clients at regular intervals
- Maintain accurate records of trades, contracts, and settlements
- Monitor and manage equity holdings of clients to check redundancies.
- Track market movements and respond quickly to price changes and opportunities.
- Implement risk controls including stop-loss mechanisms and exposure limits.

2. Sales Performance & Customer Acquisition

- Achieve monthly and quarterly broking revenue targets through active client engagement.
- Acquire new clients and provide tailored equity advisory solutions.
- Convert leads into sales by understanding client requirements and offering suitable solutions.
- Maintain and grow a robust customer base to drive revenue generation.





3. Client Servicing & After-Sales Support

- Ensure high customer satisfaction through prompt query resolution and service support.
- Build long-term relationships to drive repeat business and client retention.
- Handle complaints efficiently within defined TAT and maintain service quality.
- Provide after-sales support including service coordination and client follow-ups.

4. Compliance, Reporting & Team Coordination

- Ensure adherence to company policies, regulatory requirements, and audit standards.
- Maintain accurate reporting, documentation, and transaction records.
- Coordinate with internal teams (operations, accounts, service) for seamless execution.
- Participate in marketing activities, campaigns, and promotional events to drive business growth.

Education

Graduate in Commerce, Finance, Business Administration, or related field.

Experience

2-5 years of experience in dealing, sales, trading, or dealership operations.

Certification

- NISM certifications (Equity Derivatives, Currency, or relevant modules)
- Any certification in financial markets/trading is an added advantage

Stipend/ CTC Range

As per industry standards

Application Process

Interested candidates are invited to submit their resume and cover letter to [email protected] . Please include "GSBL- Dealer" in the subject line.

Preferred candidate profile

📌 Dealer (Mumbai)
🏢 Gretex Share Broking
📍 Mumbai