Urgent Requirement For Equity Dealer

  • icon job experience 2 - 8 Years
  • icon job opening 3 Openings
  • icon salary 1.3 - 3.0 Lac/Yr
  • icon job posting Posted today
  • Telephonic interview Telephonic interview
  • icon job location Kolkata

Job Description

Key Responsibilities:

1. Trade Execution & Client Dealing

Execute buy/sell orders for clients across NSE/BSE terminals, manage pre-trade and post-trade confirmations, and ensure accurate execution in line with client instructions and compliance standards.

2. Market Advisory & Client Servicing

Provide clients with market updates, research-backed trading ideas, and advisory support on market movements while resolving client queries and maintaining strong relationships.

3. Portfolio Monitoring & Risk Management

Monitor client portfolios, margin positions, and exposure limits, while supporting clients on risk-related actions including margin calls and portfolio reviews.

4. Revenue Enhancement & Product Advisory

Support growth in client engagement and trading activity while identifying opportunities to advise clients on relevant financial products such as Mutual Funds, IPOs, PMS, Insurance, and Fixed Income solutions.

5. Client Relationship Management & Account Activation

Strengthen and expand the active client base through new account onboarding, reactivation of dormant clients, regular engagement, and relationship-driven service focused on long-term client retention.

6. Compliance & Operational Excellence

Ensure all trading, advisory, and client servicing activities adhere to regulatory guidelines, internal compliance frameworks, and operational best practices.
  • Experience

    2 - 8 Years

  • No. of Openings

    3

  • Education

    Graduate (B.B.A, B.Com)

  • Role

    Equity Dealer

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About AVM Finserve

Building Enduring Wealth. Preserving Legacy. Investing with Discipline.

AVM Finserve is a research-driven wealth advisory firm based in Kolkata, dedicated to structured capital growth and long-term financial stewardship.
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