Equity Dealer

A leading life insurance company is seeking a sharp and market-savvy Equity Dealer to join its investment team in Mumbai. In this high-impact role, you will be primarily responsible for executing equity trades and ensuring the timely closure of all deals within the system. Furthermore, you will track market developments closely to inform the fund management team about new investment ideas. Consequently, this position is vital for maintaining high-quality market intelligence and achieving the department’s key performance indicators.

The Equity Dealer must work closely with the Fund Manager and CIO to identify potential trading strategies. Additionally, you will maintain regular interactions with brokers and analysts to provide accurate, real-time information to the investment team. Therefore, the company is looking for a professional with 2 to 3 years of experience in the Indian equity market. If you have a strong understanding of technical analysis and risk management, this Equity Dealer role offers a premier platform for career growth.

Key Responsibilities for the Equity Dealer

• Execute equity trades efficiently while ensuring the timely closure of all transactions in the system.
• Evaluate market developments constantly through regular interactions with brokers, analysts, and other dealers.
• Provide accurate and timely market information to the investment team to support decision-making.
• Ensure full compliance with all internal guidelines and external regulatory requirements.
• Identify and recommend potential trading strategies and fresh investment ideas to the Fund Manager.
• Support the Fund Manager and Head of Investments in managing the portfolio to achieve department KPIs.
• Maintain the integrity of the trading process to ensure there are no major internal audit issues.
• Assist the investment team in daily operational activities and comprehensive MIS reporting.
• Monitor market intelligence trends to stay ahead of volatility and emerging sector developments.
• Collaborate with cross-functional stakeholders to ensure seamless end-to-end deal processing.

Requirements and Qualifications

• Educational background with a B.Com or MBA degree from a recognized institution.
• Minimum of 2 to 3 years of professional experience specifically within the Indian Equity market.
• Proven ability to execute trades and manage the subsequent system-based closure processes.
• Solid understanding of technical analysis and its application in daily trading activities.
• Basic knowledge of portfolio construction, review, and general risk management in investing.
• Strong proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.

Functional and Behavioral Competencies

• Strong market intelligence with the ability to comprehend and interpret complex market shifts.
• Excellent communication skills to interact effectively with internal leadership and external brokers.
• High level of attention to detail to ensure accuracy in trade execution and compliance.
• Ability to work under pressure in a fast-paced, market-linked environment.
• Proactive mindset focused on identifying opportunities and offering valuable investment insights.

If you are a trading professional ready to drive the Equity Dealer function for a premier insurer, we encourage you to apply today!