Role & responsibilities

Order & Trade Execution: Execute buy and sell orders promptly in Equity and Derivatives (F&O;) segments for mapped clients using terminal platforms, adhering strictly to exchange, SEBI, and internal risk boundaries.

Market Monitoring & Intelligence: Actively track real-time market movements, sector performance, index fluctuations, macroeconomic updates, and company news to identify actionable insights for clients.

Client Servicing & Portfolio Advisory: Manage and engage an assigned client book by delivering timely market updates, trade confirmations, research-backed insights, and portfolio reviews.

Risk Management & Obligation Tracking: Monitor daily client positions, margin requirements, exposure limits, MTM movements, and outstanding obligations to prevent default risks.

Cross-Department Coordination: Coordinate with Risk Management Systems (RMS), Back Office, and Compliance departments for smooth trade settlement, limit allocation, and query resolution.

Documentation & Compliance: Maintain organized, audit-ready records of client orders,



voice logs, trade confirmations, interaction histories, and advisory notes under regulatory guidelines.

Preferred candidate profile

Technical & Functional Competencies

Sound understanding of equity markets, price action dynamics, order types, and trading mechanisms.

Broad familiarity with equities, derivatives, IPOs,

mutual funds, and wealth management.

Proficiency in broking terminals (ODIN, Diet

ODIN, Angel SpeedPro/NXT) and MS Excel.

High level of speed, accuracy, and operational vigilance during live market hours.

Interpersonal & Qualified Attributes

Strong verbal communication skills with the poise to articulate research effectively.

Strict adherence to compliance protocols, margin limits, and data confidentiality.

Positive demeanor, relationship-building acumen,

and client retention focus.

Adaptable, analytical attitude with a drive to excel in Indian capital markets.

📌 Equity Dealer (Mumbai)
🏢 Asian Investments u0026 Securities
📍 Mumbai