Role Overview

We are looking for a sharp, market-savvy Equity Dealer to manage and execute equity trades for our High-Net-Worth Individuals (HNIs) and Ultra-HNIs (UHNIs). In this role, you will act as a trusted execution partner, delivering accurate, real-time market insights, executing high-value trade orders, and driving volume growth across equity and derivative segments.

Key Responsibilities

Trade Execution & Order Management:

- Execute equity, derivatives (F&O;), and currency trade orders accurately and promptly on trading terminals (NEAT, ODIN, or proprietary platforms) for PCG clients.
- Ensure zero-error execution during market hours while handling high-volume and large-ticket trades.

Client Engagement & Advisory Support:

- Maintain daily interaction with HNI/UHNI clients, providing real-time market updates, stock ideas, commentary, and research call distribution.
- Understand client portfolios and investment preferences to deliver customized, actionable trade updates.

Business Growth & Volume Generation:

- Drive brokerage revenue and trading turnover by actively engaging existing PCG clients and encouraging active trading participation.
- Reactivate dormant HNI accounts and support business development teams in onboarding new PCG clients.

Risk Management & Compliance:





- Monitor client margin requirements, exposure limits, and MTM (Mark-to-Market) positions in coordination with Risk Management (RMS).
- Ensure strict compliance with SEBI guidelines, exchange rules, and internal organizational policies.

Key Requirements & Qualifications

- Education: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
- Certifications: Mandatory NISM Series VIII (Equity Derivatives) certification.
- Experience: 8 to 15 years of hands-on experience as an Equity Dealer / Trade Execution Specialist dealing with HNI / PCG clients in a stock broking or wealth management firm.

Technical Skills:

- Proficient in operating institutional-grade trading terminals (ODIN, NEAT, Omnesys, or similar).
- Solid understanding of capital market mechanics, equity fundamentals, technical indicators, and F&O; strategies.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, gender, sexual orientation, age, disability, or any other status protected by law.

📌 Equity Dealer (Mumbai)
🏢 Bajaj Broking
📍 Mumbai