Dealer | Equity | A Wealth Management Company

Scope of the Role

As an equity dealer you will be responsible for managing the UHNI client portfolio, executing the stock trading in accurate time, providing tailor made investment advice by following the strict market compliance and regulations.

Job Description

1) Responsible for the buy and sell of equities for the clients in the stock market.

2) Work closely with the research analyst, relationship managers and other internal teams to meet the sales objectives.

3) Building strong and long term relationship with the portfolio clients, providing them with tailor made investment solutions.

4) Prospecting and acquiring new HNI,UHNI clients through various channels.

5) Maintain and prepare accurate trade records.

6) Ensuring the order management, price analysis, risk management and compliance following the market regulations and internal policies.

Ideal Candidates

Looking for candidates with strong communication skills, strong understanding of stock markets and financial instruments, has handful of experience as an equity dealer for at least 2 years will be an ideal fitment for the role.

 

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HR CONTACTS

Name: Nidhi Nikhil

Number: 9633066620

Mail: hr7@imatesconsultants.com