Dealer

Gretex Share Broking Limited; Mumbai City; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Gretex Share Broking Limited in Mumbai is seeking a Dealer to execute trades, manage client relationships, and drive sales while ensuring risk controls.

The role focuses on accurate trade execution for cash equities, futures and options, providing market insights, and maintaining client records.

Experience: 2-5 years in dealing, sales, trading, or dealership operations; NISM certifications are preferred.

Qualifications

• Graduate in Commerce, Finance, Business Administration, or related field.
• 2-5 years of experience in dealing, sales, trading, or dealership operations.
• NISM certifications (Equity Derivatives, Currency, or relevant modules).
• Any certification in financial markets/trading is an added advantage.

Responsibilities

• Trade Execution and Risk Management
• Sales Performance & Customer Acquisition
• Client Servicing & After-Sales Support
• Compliance, Reporting & Team Coordination

Education

Graduate in Commerce, Finance, Business Administration, or related field

2-5 years of experience in dealing, sales, trading, or dealership operations

NISM certifications (Equity Derivatives, Currency, or relevant modules)

Any certification in financial markets/trading is an added advantage

Job description

Role & responsibilities

Role- Dealer

Role Definition

The Dealer will be responsible for executing trades, managing client relationships, driving sales performance, and ensuring efficient inventory and risk management. The role requires a balance of market knowledge, client servicing, and adherence to compliance and operational processes.

Responsibility Deliverable

• Trade Execution and Risk Management
• Sales Performance & Customer Acquisition
• Client Servicing & After-Sales Support
• Compliance, Reporting & Team Coordination

Tasks & Activities

Trade Execution and Risk Management

• Punch buy and sell orders for cash equities, futures, and options (F&O) accurately and efficiently on trading terminals
• Provide market insights, trading strategies to clients at regular intervals
• Maintain accurate records of trades, contracts, and settlements
• Monitor and manage equity holdings of clients to check redundancies.
• Track market movements and respond quickly to price changes and opportunities.
• Implement risk controls including stop-loss mechanisms and exposure limits.

2. Sales Performance & Customer Acquisition

• Achieve monthly and quarterly broking revenue targets through active client engagement.
• Acquire new clients and provide tailored equity advisory solutions.
• Convert leads into sales by understanding client requirements and offering suitable solutions.
• Maintain and grow a strong customer base to drive revenue generation.

3. Client Servicing & After-Sales Support

• Ensure high customer satisfaction through prompt query resolution and service support.
• Build long-term relationships to drive repeat business and client retention.
• Handle complaints efficiently within defined TAT and maintain service quality.
• Provide after-sales support including service coordination and client follow-ups.

4. Compliance, Reporting & Team Coordination

• Ensure adherence to company policies, regulatory requirements, and audit standards.
• Maintain accurate reporting, documentation, and transaction records.
• Coordinate with internal teams (operations, accounts, service) for seamless execution.
• Participate in marketing activities, campaigns, and promotional events to drive business growth.

Education

Graduate in Commerce, Finance, Business Administration, or related field.

Experience

2-5 years of experience in dealing, sales, trading, or dealership operations.

Certification

• NISM certifications (Equity Derivatives, Currency, or relevant modules)
• Any certification in financial markets/trading is an added advantage

Stipend/ CTC Range

As per industry standards