Equity Dealer

Ckredence Wealth Management

1 - 3 Years
2 Openings
1.5 - 2.5 Lac/Yr
Posted today
Face-to-Face interview
Vesu, Surat

Key Skills

Share Trading Stock Market Stock Broking

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Job Description

key responsibilities:

execute equity trades (nse/bse) accurately and promptly on behalf of clients.

monitor stock market movements and provide real-time trading advice to clients.

maintain active communication with clients to inform them of market trends, investment options, and risk factors.

ensure all regulatory and compliance requirements (sebi, nism, etc.) are met in daily trading activities.

coordinate with the back-office team for timely settlement and reporting.

maintain and grow client relationships to ensure repeat business and client satisfaction.

prepare daily and periodic trading reports for internal and client use.

monitor client positions and margin requirements to prevent over-leveraging.

support in onboarding new clients and advising them on investment strategies.

qualifications:

atlest 1 year of experience in odin software

mandatory: nism series viii - equity derivatives certification.

Experience
1 - 3 Years
No. of Openings
2
Education
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
Face interview location
901-903, International Wealth Centre, Bs. C. B. Patel Club, Vesu, Surat - 395007

About Ckredence Wealth Management

Ckredence Wealth is the modern evolution of Chirag Investments, offering comprehensive wealth management services. Today, there are many investment options available, and while the internet provides plenty of information, it can be time-consuming and complicated to make the right choices.

At Ckredence Wealth, we respect both your time and money. Our team of experts has spent years mastering various investment strategies and is equipped with the skills to help you make informed investment decisions easily and efficiently.

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