Equity Dealer

Roles and Responsibilities :

• Equity sales to all clients of branch with special focus on HNI clients .

• Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.

• Generating Net interest income through Margin trade funding (MTF) as per assigned targets

• Assest gathering through, Advisory products, Investiger, IPO, ETF etc.

• Acquiring new clients & generate revenues from new clients.

• Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

• Help customers to Execute trade online and place orders on behalf of customers .

• Giving confirmation of orders and trades done during the day to clients.

• Advising clients with requisite information regarding the market condition.

• Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

• Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship.

• Ensuring the highest level of service to the clients.

• Ensure at least one client meeting per day is done.

Job Requirements :

• 1-7 years of experience in equity advisory or related field (e.g., brokerage firm).
• Strong understanding of equity derivatives, including options, futures, swaps, etc.
• Proficiency in analyzing financial data using tools such as Excel or similar software.
• Excellent communication skills for building strong relationships with clients.