Equity Dealer New Delhi (India)

Job Title: Relationship Manager Dealing / Senior

Relationship Manager Dealing

Department: Equity Dealing

Reporting To: Branch Manager (Functional & Administrative)

Working Days: Monday to Friday

Working Hours: 8:30 AM 5:30 PM

Location : Delhi

Role Purpose To drive revenue growth for the organization by executing trades, providing effective advisory services, and building robust client relationships. The role involves managing client portfolios,

increasing trading activity, and expanding the client base while ensuring compliance with regulatory standards.

Key Responsibilities

Dealing & Execution

Execute buy/sell orders accurately on behalf of clients across NSE/BSE terminals

Ensure timely and error-free order punching

Monitor client exposure limits and margin requirements

Maintain high trading volumes and frequency of trades

Client Advisory & Relationship Management

Provide informed investment advice based on market research and trends

Recommend suitable strategies aligned with client risk profiles

Address client queries related to markets and investments

Build and maintain long-term client relationships

Business Development

Acquire recent clients and expand the existing client base

Maintain high activation ratio and increase the number of active traders

Promote research calls to enhance client engagement and trading activity

Wealth & Product Distribution

Drive revenue through cross-selling financial products such as:

Mutual Funds (MF)

Portfolio Management Services (PMS)

Insurance

Bonds, Corporate FDs, NCDs, etc.

Compliance & Risk Management

Ensure all transactions and activities comply with regulatory and internal guidelines

Adhere to risk management protocols and company policies

Job Specifications

Graduate from a recognized university

Minimum 1+ year experience in equity broking/dealing

NISM Series VIII (Equity Derivatives) certification mandatory

Solid understanding of capital markets and financial products

Good communication skills (verbal & written)

Proficiency in English and local language

Basic computer knowledge (MS Office, Email, Trading Platforms)

Knowledge of local market and client base preferred .