Equity Dealer

Execute equity delivery, intraday, and Futures & Options (F&O) trades as per client instructions and applicable regulations. Monitor live market movements, stock prices, indices, and trading opportunities. Assist clients with trading terminal operations, order placement, margin requirements, and settlement-related queries. Build and maintain strong relationships with existing clients by providing timely service and regular follow-ups. Understand clients’ financial goals, investment objectives, risk appetite, investment horizon, and liquidity requirements. Identify business opportunities within the existing client base through regular interactions and portfolio reviews. Generate qualified leads and referrals from existing clients. Identify client requirements for additional financial products and services, including mutual funds, SIPs, PMS, bonds, insurance, and other wealth management solutions, where appropriately authorised. Cross-sell and up-sell suitable products based on clients’ needs, risk profiles, and financial objectives. Build long-term client relationships to improve client retention, assets under management, and overall business growth.