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    Job · 21454976

    FULLTIME

    Equity Dealer

    Omega Financial

    Omega Financial

    Not specified · onsite · Posted 2d ago

    Sourced fromNaukri
    ₹1.8L - ₹3.5L PA2–5 yrsfulltimeNot specified

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    Section · 01

    About this role

    Job Description

    We are seeking a dynamic and experienced Equity Dealer to join our team. This role combines the responsibilities of both a traditional equity dealer and back office work, a sales professional, requiring a strong understanding of the equity markets, excellent communication skills, and a proven track record of success.


    Key Responsibilities:

    Trading:

    • Execute buy and sell orders on behalf of clients, ensuring optimal pricing and timely execution.
    • Monitor market trends, economic indicators, and company news to identify trading opportunities.
    • Develop and implement trading strategies to maximize returns and minimize risk.
    • Manage risk exposure through effective position sizing and hedging techniques.

    Sales:

    • Build and maintain strong relationships with clients, including institutional investors, high-net-worth individuals, and retail clients.
    • Proactively identify and pursue new business opportunities.
    • Conduct market research and analysis to generate investment ideas and recommendations.
    • Prepare and present compelling sales pitches and investment proposals.
    • Provide excellent client service, including timely responses to inquiries, accurate trade confirmations, and regular portfolio reviews.

    Back Office:

    • - Process client account openings with KYC and regulatory compliance.
    • - Handle account modifications (e.g., bank details, contact updates).
    • - Facilitate account shifting and closure requests.
    • - Manage reactivation of dormant accounts per protocols.
    • - Verify, collect, and file client documentation accurately.
    • - Maintain and update client records in back-office systems.
    • - Ensure compliance with SEBI, KYC, and AML regulations.
    • - Resolve discrepancies in documentation or account status.
    • - Generate reports on account activities as required.

    Qualifications and Skills:

    • Bachelor's degree in finance, economics, or a related field.
    • Strong understanding of equity markets, including stocks, options, and derivatives.
    • Proven track record of success in equity trading and/or sales.
    • Excellent analytical and problem-solving skills.
    • Strong communication and interpersonal skills.
    • Ability to work under pressure and meet tight deadlines.
    • Proficiency in trading platforms and software.
    • Strong knowledge of regulatory compliance and risk management.


    Sourced from naukri

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    Section · 02

    Skills

    NISMMutual FundsDerivativesTradeEquityStock MarketStock

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