Equity Dealer

Client First Asia; Raipur; On-site; INR 350,000 - 550,000; Full time

Job summary

Client First Wealth Management Pvt. Ltd. in Raipur, Chhattisgarh seeks a Client Relationship & Retention professional to manage equity trading, client portfolios, and wealth advice.

You will connect with prospects, pitch investment ideas, and expand relationships across Mutual Funds, PMS, AIF, and Insurance, driving AUM growth. You will coordinate with brokers and RMs to ensure smooth settlements, maintain CRM and KYC records, and deliver timely market updates and proposals with a client-first

Qualifications

• Graduate/ postgraduate in commerce, finance, business or related fields.
• 1–3 years of experience in equity dealing or wealth services.
• NISM Series VIII (Equity Derivatives) Certification preferred.

Responsibilities

• Execute equity trades, stock market orders, and investment transactions via Terminal.
• Monitor live market movements, client portfolios, and trading positions.
• Generate and identify potential client leads through networking and market outreach.
• Pitch suitable investment strategies and wealth solutions to leads and clients.
• Expand client accounts with upselling across Mutual Funds, PMS, AIF, and Insurance.
• Support clients with equity dealing, portfolio servicing, and performance reviews.
• Prepare financial proposals, portfolio reports, and market updates.
• Coordinate with brokers, RMs, and internal teams for settlements and compliance.
• Drive new client acquisition and grow Assets Under Management (AUM).
• Maintain MIS reports, CRM updates, and KYC documentation.
• Demonstrate strong knowledge of stock market trends and trading operations.
• Understand Mutual Funds, PMS, AIF, Insurance and related wealth products.
• Generate leads and present investment ideas to prospects.
• Maintain high accuracy and attention to detail in a fast-paced environment.
• Exemplary communication and interpersonal skills for client interactions.

Skills

Stock market knowledge

Equities

Terminal operations

Trading

Communication skills

Presentation skills

Interpersonal skills

MS Excel

Google Sheets

PowerPoint

Attention to detail

Education

Graduate / Postgraduate in Commerce, Finance, Business, or related fields

Tools

MS Excel

Google Sheets

PowerPoint

Job description

Department: Client Relationship & Retention (CRR)

Location: Raipur, Chhattisgarh

Company: Client First Wealth Management Pvt. Ltd.

About Client First Wealth Management

Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.

Key Responsibilities

• Execute equity trades, stock market orders, and investment transactions efficiently via Terminal.
• Monitor live market movements, client portfolios, and trading positions.
• Generate and identify potential client leads through networking, market outreach, and database engagement.
• Actively connect with leads and prospective clients to pitch suitable investment strategies, stock ideas, and customized wealth solutions.
• Expand existing client accounts by identifying upselling and cross-selling opportunities across Mutual Funds, PMS, AIF, and Insurance.
• Support clients with equity dealing, portfolio servicing, performance reviews, and statement queries.
• Prepare financial proposals, portfolio reports, and market updates for client presentations.
• Coordinate with brokers, RMs, and internal teams for smooth trade settlements, documentation, and compliance.
• Drive business target achievement by acquiring new client relationships and growing Assets Under Management (AUM).
• Maintain accurate MIS reports, CRM updates, transaction logs, and KYC documentation.
• Strong knowledge of the stock market, Equities, Terminal operations, and Trading.
• Sound understanding of Mutual Funds, PMS, AIF, Insurance, and broader Wealth Products.
• Proven ability to generate leads, pitch investment ideas, and engage potential clients effectively.
• Strong upselling, cross-selling, and client presentation skills to drive business growth.
• Quick execution skills with high accuracy and an attention-to-detail orientation in live market conditions.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in MS Excel, Google Sheets, and PowerPoint.
• Ability to work effectively in a fast-paced, target-oriented environment.

Qualifications

• Graduate / Postgraduate in Commerce, Finance, Business, or related fields.
• 1-3 years of experience in equity dealing, stock market operations, or wealth services.
• NISM Series VIII (Equity Derivatives) Certification (Preferred).