Equity Dealer

This is a full-time on-site role for an Equity Dealer located in Indore. The Equity Dealer will handle day-to-day trading activities, execute equity trades, manage client portfolios, and monitor market conditions. The individual will also be responsible for making informed decisions on stock investments, providing financial advice to clients, and maintaining accurate records of all transactions.

Responsibility & Knowledge-

Introduce clients to the services offered, trading platforms, and account features.

.Understanding Client Queries and Requirements: Engage with clients to understand their investment goals, risk tolerance, and financial status. Regularly interact with clients to stay informed about their evolving needs and provide market insights. Address and resolve client queries promptly, offering accurate and relevant information.

.New Trading Patterns and Strategies: Stay informed about new trading patterns, technologies, and market strategies. Create and implement trading strategies that align with client objectives and market conditions. Continuously analyze the performance of executed trades and strategies, making necessary adjustments.

.Process Provided by Bigul: Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities. Offer resources and training to help clients understand market dynamics and trading skills. Provide continuous support and advice to help clients navigate the trading platform and market conditions.

.Relationship Management: Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust.

Educational Background: Bachelor in any stream.

Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential.

NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge.