Equity Dealer

Job Description:

Job Title: Dealer

Company: RS Wealth Management Pvt. Ltd.

Location: Address: 606, Pearls Best Heights II, Plot No C-9, Netaji Subhash Place, Pitampura, New Delhi-110034.

Role & responsibilities

Equity Dealing and Order Execution:

·        Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.

·        Ensure timely and error-free order placement through trading platforms.

·        Monitor real-time market trends and provide updates to clients for informed decision-making.

Client Relationship Management:

·        Build and maintain strong relationships with retail and high-net-worth (HNI) clients.

·        Understand client’s investment goals, risk appetite, and financial needs to provide personalized trading solutions.

·        Handle client queries regarding portfolio performance, account statements, and trading strategies.

Advisory Support:

·        Provide clients with insights on equity markets, investment opportunities, and trading strategies.

·        Suggest appropriate financial products and portfolio adjustments based on market trends and client needs.

·        Assist clients in managing risk through hedging strategies and diversification.

Revenue Generation:

Achieve individual and branch-level revenue targets through brokerage and advisory services.

Key Competence

·        Customer-focused with a consultative sales approach.

·        Strong problem-solving and negotiation skills.

·        High attention to detail and ability to work under pressure.

·        Proactive in identifying client needs and market opportunities.

Skills

·        Strong knowledge of equity markets and trading platforms (e.g. ODIN, or similar).

·        Excellent communication and interpersonal skills for effective client interactions.

·        Analytical mindset with the ability to interpret market trends and data.

·        Proficiency in Microsoft Excel and trading tools.