Equity Dealer

About EquityPandit Financial Services Private Limited

EquityPandit is a SEBI-registered investment advisory firm with over two decades of comprehensive research expertise, recognized nationally and internationally. Since its inception in 2005, it has developed into one of India's most reliable long-term investment intelligence platforms, serving more than 25,000 clients in 33 countries, including high-net-worth individuals, ultra-high-net-worth individuals, and institutional investors. The company prides itself on a team of inquisitive professionals passionate about markets, committed to ownership, informed decision-making, and continuous growth.

Role Summary

The position of Equity Dealer involves facilitating client transactions in stocks, bonds, and derivatives. This role demands analyzing market data, economic indicators, and financial statements to optimize profits and minimize risks. Successful candidates must exhibit swift analytical abilities and keep abreast of ongoing market developments.

Key Responsibilities

• Perform detailed market research to understand economic trends and company performance impacting security prices.
• Engage with clients to ascertain their investment aims, risk appetite, and preferences, delivering tailored advice accordingly.
• Accurately execute client orders using trading platforms, ensuring timely and precise transaction processing.
• Manage exposure by implementing risk management strategies to safeguard client investments.
• Comply with regulatory frameworks and internal policies governing trading activities.
• Maintain detailed records of dealings and client communications; prepare relevant reports for both clients and internal stakeholders.
• Provide clients with updates on market conditions, investment strategy changes, and other pertinent information, while coordinating with internal teams.
• Continuously monitor financial markets and regulatory changes to refine expertise and enhance client service.
• Develop and sustain strong relationships with clients and industry entities such as institutional investors and fund managers.
• Utilize financial software and trading systems to analyze data, place trades, and manage portfolios effectively.
• Assess client portfolio performance periodically and recommend strategy adjustments to align with changing market scenarios.
• Collaborate with research analysts by sharing market condition feedback and client insights to support stock recommendations.

Candidate Profile and Qualifications

• A minimum educational qualification of completion of 12th grade.
• At least 2-3 years of relevant experience in trading or financial markets, preferably within the industry.
• Strong analytical and quantitative capabilities coupled with a profound understanding of financial markets and trading techniques.
• Proficiency with trading platforms, market analysis software, financial research tools, databases, and Microsoft Office applications.
• Outstanding communication skills and judicious decision-making aptitude in fast-paced settings.
• Mandatory possession of NISM Series VIII certification.

Job Location

This opportunity is based in Surat, Gujarat, India.

Compensation

The monthly remuneration ranges between INR 15,000 and INR 25,000.