Equity Dealer/wealth Consultanat

Year    UP, IN, India

Job Description

Key Responsibilities:



Execute client trades efficiently on various stock market platforms (NSE/BSE). Provide clients with timely and accurate market information, investment advice, and portfolio updates. Handle client queries related to demat accounts, trading platforms, and investment options. Maintain and grow client relationships through proactive communication and portfolio reviews. Ensure adherence to all regulatory and compliance guidelines while dealing with clients. Identify opportunities for cross-selling financial products such as mutual funds, insurance, and other investment instruments. Keep updated with market trends, equity research reports, and company fundamentals to support clients' investment decisions. Coordinate with back-office teams for smooth trade settlements and client service delivery.

Required Skills and Qualifications:



Bachelor's degree in

Finance, Commerce, Economics

, or related field.

NISM Series VIII (Equity Derivatives) certification

is mandatory or must be completed within the probation period. Strong understanding of

stock markets, mutual funds, and investment products

. Excellent

communication and interpersonal skills

with a client-first approach. Ability to work under pressure and meet targets in a fast-paced environment.
Job Types: Full-time, Permanent

Pay: ?10,994.56 - ?30,694.21 per month

Benefits:

Cell phone reimbursement Paid sick time
Experience:

total work: 1 year (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD4692984
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year