Equity Dealer

FundsIndia; Chennai District; On-site; INR 500,000 - 800,000; Full time

Job summary

FundsIndia is seeking a client advisory professional in equities to advise clients on buy/sell decisions based on fundamentals, technicals and news flow, and to service existing customers with market updates.

The role requires relationship building, target-driven attitude, and NSE/BSE/NISM certifications. The candidate should possess strong English and Hindi communication skills and a proactive approach to meeting targets.

Qualifications

• Graduate / Post graduate with 1–5 years experience in Equities on the client advisory side.
• Sound understanding of capital markets.
• Target-driven, self-starter and effective in servicing skills and conflict management.
• Result-oriented, proactive and able to work under pressure.
• Strong convincing and network-building abilities.
• Certifications NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

Responsibilities

• Advise clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks.
• Sourcing & deepening of relationships from existing customer base.
• Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.
• Perform trades as per the approval / orders of the customers.
• Maintain a synergetic relationship with the clients, to enhance business.
• Keep abreast with the market knowledge and market intelligence.
• Responsible for ensuring all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

Skills

Equities client advisory

Capital markets understanding

Relationship building

Target-driven / self-starter

Communication skills (English/Hindi)

NSE Cash Certification

NSE Derivatives Certification

BSE Cash Certification

NISM Currency DerivativesCertification

Education

Graduate / Post graduate

Job description

• Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements and news flows.
• Sourcing & deepening of relationships from existing customer base.
• Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.
• Perform Trades as per the approval / orders of the customers.
• Maintain a synergetic relationship with the clients, to enhance business.
• Keep abreast with the market knowledge and market intelligence.
• Responsible for ensuring all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

Key Skills:

• Graduate / Post graduate with minimum 1 to 5 years exp in Equities on the client advisory side.
• Should have a sound understanding of capital markets.
• Should be target-driven, self-starter and effective in servicing skills and conflict management.
• Should be result-oriented, self-starter & proactive.
• Should possess strong convincing and network building skills.
• Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.
• Good verbal and written communications skills in English and Hindi Preferred.

About FundsIndia:

FundsIndia is India's leading investment platform with over 10 lakh users. Our customers trust us with about Rs 5000 crore ($700M+) of assets and invest in mutual funds, stocks and other products that have increased returns, lowered taxes and built wealth for their families. We make this simple by bringing together cutting edge technology coupled with the best financial advice & customer service in the country. We've cemented our position as the leading investing platform and have received various awards, including CNBC-TV18- UTI Award for the last three years.

Our rapid growth is spurred by an energetic team with terrific experience at leading finance & Internet companies (eBay, Oracle, Facebook, Adobe, ICICI, Citibank, Morgan Stanley, IBM, Dell, Symantec, Aricent, Zynga) and startups (Efficient Frontier, GrowthStory, HolidayIQ, Microstrategy, Foliofn, ExpertPlan, Snapdeal, Talisma)