Equity Dealer

Omega Financial; Bhilai; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Omega Financial in Bhilai seeks an experienced Equity Dealer to join its dynamic team. You will trade, manage client relationships, and perform back-office duties with strong regulatory awareness.

The role requires a solid track record in equity markets, sharp analytical skills, and the ability to work under pressure while delivering accurate trade confirmations and timely portfolio reviews. Training and career growth opportunities are offered.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Strong understanding of equity markets, including stocks, options, and derivatives.
• Proven track record of success in equity trading and/or sales.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work under pressure and meet tight deadlines.
• Proficiency in trading platforms and software.
• Strong knowledge of regulatory compliance and risk management.

Responsibilities

• Execute buy and sell orders for clients with timely pricing.
• Monitor markets and news to identify trading opportunities.
• Develop strategies to maximize returns and minimize risk.
• Manage risk through position sizing and hedging.
• Build relationships with institutional and retail clients.
• Prepare sales pitches and investment proposals.
• Process KYC and regulatory compliance for new accounts.
• Maintain client records and generate activity reports.

Skills

Equity trading

Client relationship management

Regulatory compliance

Risk management

Analytical skills

Education

Bachelor's degree in finance, economics, or related field

Tools

Trading platforms

Market data software

Job description

Job Description

We are seeking a dynamic and experienced Equity Dealer to join our team. This role combines the responsibilities of both a traditional equity dealer and back office work, a sales professional, requiring a strong understanding of the equity markets, excellent communication skills, and a proven track record of success.

Key Responsibilities

Trading

• Execute buy and sell orders on behalf of clients, ensuring optimal pricing and timely execution.
• Monitor market trends, economic indicators, and company news to identify trading opportunities.
• Develop and implement trading strategies to maximize returns and minimize risk.
• Manage risk exposure through effective position sizing and hedging techniques.

Sales

• Build and maintain strong relationships with clients, including institutional investors, high-net-worth individuals, and retail clients.
• Proactively identify and pursue new business opportunities.
• Conduct market research and analysis to generate investment ideas and recommendations.
• Prepare and present compelling sales pitches and investment proposals.
• Provide excellent client service, including timely responses to inquiries, accurate trade confirmations, and regular portfolio reviews.

Back Office

• - Process client account openings with KYC and regulatory compliance.
• - Handle account modifications (e.g., bank details, contact updates).
• - Facilitate account shifting and closure requests.
• - Manage reactivation of dormant accounts per protocols.
• - Verify, collect, and file client documentation accurately.
• - Maintain and update client records in back-office systems.
• - Ensure compliance with SEBI, KYC, and AML regulations.
• - Resolve discrepancies in documentation or account status.
• - Generate reports on account activities as required.

Qualifications and Skills

• Bachelor's degree in finance, economics, or a related field.
• Strong understanding of equity markets, including stocks, options, and derivatives.
• Proven track record of success in equity trading and/or sales.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work under pressure and meet tight deadlines.
• Proficiency in trading platforms and software.
• Strong knowledge of regulatory compliance and risk management.