Dealer

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 strong 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 removed] . Please include "GSBL- Dealer" in the subject line.

Preferred candidate profile