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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Mili Chavhan
  • Contact:

    6264800152
  • Location:

    Surat
  • Job Position:

    Equity Dealer
  • Experience

    2 to 3 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹300000 - ₹ 400000
  • Date posted:

    01-Aug-25

Equity Dealer

Wealthstreet

Surat

Job Description:

Key Responsibilities:


  1. Executing orders on behalf of clients/ AP
  2. Operational activity of clients like KYC and other products like MF/Insurance.
  3. Execute equity, derivatives, and commodity trades on behalf of clients in a timely and efficient manner.
  4. Monitor stock market trends and provide clients with accurate market information and trading advice.
  5. Maintain and update client portfolios, including P&L and risk management.
  6. Ensure compliance with all SEBI, NSE, and BSE regulations and internal policies.
  7. Build and maintain long-term relationships with clients to increase trading volumes.
  8. Educate clients on investment opportunities, market developments, and trading platforms.
  9. Ensure prompt resolution of client queries related to trades, positions, and settlements.
  10. Achieve revenue targets through brokerage generation and cross-selling of investment products.
  11. Monitor and manage client risk, including exposure and margin requirements.
  12. Provide inputs for developing research reports and investment strategies.


Education - Graduation with NISM certified and at least 2 years of work experience