Hni Dealer

Eureka Stock And Share Broking Services; Kolkata District; On-site; INR 800,000 - 1,000,000; Full time

Job summary

Eureka Stock And Share Broking Services seeks a confident HNI Dealer to manage and service High Net-Worth Individuals. The role involves handling client trading requirements, providing market support, and coordinating with research and advisory teams to foster strong client relationships.

You will execute orders across Equity, Futures & Options and other segments, maintain client portfolios, and ensure strict adherence to SEBI/NSE/BSE regulations while delivering excellent client service.

Qualifications

• MBA/PGDM preferred in finance/related field.
• Graduate degree in finance, commerce or economics.
• NISM certification is an added advantage.

Responsibilities

• Handle HNI and Ultra-HNI clients and provide dealing and servicing support.
• Execute client orders accurately across Equity, Futures & Options and other segments.
• Develop and maintain relationships with HNI clients and understand investment objectives.
• Coordinate with Research, Advisory and Relationship Management teams for market information.
• Communicate market updates, opportunities and research views to clients.

Skills

HNI dealing

Equity markets knowledge

Client relationship mgmt

MS Office proficiency

Trading terminals familiarity

Market research interpretation

Education

MBA/PGDM in Finance/Marketing/Banking

Graduate degree in Finance/Commerce/Economics

NISM certification

Tools

Trading terminals

MS Office

Job description

Job Summary

We are looking for a confident and client-focused HNI Dealer to manage and service High Net-Worth Individual (HNI) clients. The candidate will be responsible for handling client trading requirements, providing market-related support, coordinating with research and advisory teams, and maintaining strong relationships with HNI clients.

Key Responsibilities

• Handle HNI and Ultra-HNI clients and provide high-quality dealing and client servicing support.
• Execute client orders accurately and efficiently across Equity, Futures & Options and other market segments.
• Develop and maintain strong professional relationships with HNI clients.
• Understand client requirements, investment objectives and risk preferences.
• Coordinate with the Research, Advisory and Relationship Management teams to provide relevant market information and support.
• Communicate market updates, trading opportunities and research views to clients as per company guidelines.
• Monitor client portfolios, trading activity and account requirements.
• Ensure timely execution and confirmation of client transactions.
• Address client queries and resolve dealing-related issues promptly.
• Maintain regular communication with clients through phone, email and other approved communication channels.
• Assist in increasing client engagement, retention and overall client experience.
• Maintain accurate records of client interactions and transactions.
• Ensure strict adherence to company policies, risk controls and applicable SEBI/NSE/BSE regulations.
• Maintain complete confidentiality of client and trading information.

Required Skills

• Excellent verbal and written communication skills.
• Strong client-handling and relationship-management skills.
• Good knowledge of Indian equity markets and financial products.
• Understanding of Equity, Futures & Options and market terminology.
• Ability to handle HNI clients professionally and confidently.
• Strong negotiation, interpersonal and problem-solving skills.
• Good knowledge of trading terminals and MS Office.
• Ability to work effectively in a fast-paced market environment.
• High attention to detail and accuracy in order execution.

Educational Qualification

• MBA/PGDM in Finance, Marketing, Banking or a related specialization preferred.
• Graduate degree in Finance, Commerce, Economics or a related field.
• NISM certification relevant to the role will be an added advantage.

Experience

• 25 years of experience in HNI dealing, equity dealing, wealth management, private client servicing or stock broking.
• Experience handling HNI/UHNI clients will be preferred.
• Candidates with strong communication skills and relevant financial-market knowledge may also be considered for suitable junior positions.

Key Performance Areas (KRA)

• Quality and accuracy of order execution.
• HNI client servicing and relationship management.
• Client response time and query resolution.
• Client retention and engagement.
• Compliance with dealing and risk-management procedures.
• Coordination with research, advisory and relationship-management teams.