Equity Dealer

A Leading Financial Services Institution is seeking a proactive Equity Dealer to manage trading execution and client investment portfolios.

The Equity Dealer must combine active trading terminal expertise with client relationship management skills to drive daily trading revenue and product cross-selling.

Key Responsibilities

• Conduct daily outbound client engagements to reactivate dormant broking accounts and stimulate ongoing market participation.
• Guide clients through trading terminal setup, platform navigation, and order execution across Equity and Derivatives (F&O).
• Achieve assigned Daily Active Revenue (DAR) benchmarks, active traded client metrics, and overall brokerage revenue quotas.
• Drive client adoption of Margin Trading Facility (MTF) solutions to enhance customer trading power and market liquidity.
• Cross-sell financial products including Mutual Fund schemes (SIP registrations, AUM growth) and retail insurance policies.
• Maintain structured follow-up routines with assigned mapped client bases to maximize retention and long-term wallet share.
• Coordinate with internal operations, compliance, and customer support squads to expedite client activations and query resolution.
• Record client interaction outcomes, conversion updates, and revenue metrics systematically within operational CRM tools.

Requirements and Qualifications

• Bachelor’s degree in Commerce, Finance, Business Administration, Economics, or a related discipline.
• 1-4 Years of practical experience in equity dealing, stock broking, or wealth product distribution.
• Mandatory requirement: Active hands-on experience and familiarity operating equity trading terminals.
• Sound foundational knowledge of capital market dynamics, Equity cash segments, F&O mechanics, Mutual Funds, and Insurance.
• Strong persuasive communication abilities, target orientation, and customer relationship handling skills.