Job Description

About the Role:

We are looking for a

disciplined and dynamic Equity & Derivatives Dealer

to join our high-performance wealth management team at Leading Equity Firm.
The role involves handling client trades, monitoring RMS and margin calls, and driving product sales through proactive client engagement and regular learning.
The candidate must demonstrate strong market understanding, high energy, excellent communication skills, and a result-oriented approach.

Key Responsibilities:1. Trading & Risk Management

Execute client orders in

Equity and Derivative segments

with 100% accuracy and compliance. Monitor

RMS selling alerts

, client margins, and MTM positions. Coordinate with the RMS desk for margin shortfalls and take immediate corrective action. Ensure all trades adhere to client limits and company risk guidelines.

2. Market Preparation & Research

Log in by

8:30 AM

and participate in the

Motilal Oswal Morning Call

. Review

global markets

,

SGX Nifty

, and

daily research reports

. Track

FII/DII data

, market trends, and identify actionable ideas

3. Client Communication & Sales

Maintain

daily talk time of 90-120 minutes

with clients. Make proactive client calls for:

MTF activation and pitching

Equity ideas, derivative trades, and margin follow-ups

Conduct

minimum 2 client meetings per day

(post-market hours). Sell and promote

Motilal Oswal wealth products

- PMS, AIF, Mutual Funds, MLDs, Algos, and ULIPs. Generate

references and new client leads

during meetings.

4. Learning & Product Knowledge

Attend

daily product learning sessions

(post-market). Build in-depth understanding of

investment products, sales pitches, and client suitability.

5. Reporting & Compliance

Maintain

daily call log and meeting tracker

. Submit

End-of-Day report

covering talk time, meetings, RMS issues, and product learnings. Log in to other internal systems for data and RMS monitoring. Follow all compliance and trade confirmation protocols.

Key Performance Indicators (KPIs):

Reporting Time - 8:30 AM

Morning Call Attendance 100%

Daily Talk Time - 90-120 mins

Client Meetings - 2 per day

RMS Alerts Closed - Same day

Product Learnings - 1 per day

Product Pitches - 3-5 clients/day

Daily Report Submission - By 7 PM

Desired Candidate Profile:

Graduate / Postgraduate in

Finance / Commerce / Economics

.

NISM Series-VIII (Equity Derivatives)

certification - mandatory. Minimum

3-5 years of experience

as a Dealer / Relationship Executive in Equity or Derivatives. Strong knowledge of

equity markets, futures & options, and margin trading.

Excellent communication, client handling, and sales skills. Must be

disciplined, punctual, and proactive in learning and client engagement.

Job Type: Full-time

Pay: ?15,000.00 - ?25,000.00 per month

Application Question(s):

1. Can you share your total years of experience in dealing and the exchanges you have dealt with ?
2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in?
3. How do you use technical and fundamental analysis in your day-to-day dealing?
Client Management
3. How do you use technical and fundamental analysis in your day-to-day dealing?
Client Management

Experience:

Trading: 3 years (Required)
License/Certification:

NISM (Preferred)
Work Location: In person