NRI Dealer

AXIS DIRECT; Mumbai; On-site; INR 800,000 - 1,100,000; Full time

Job summary

AXIS DIRECT is seeking an aggressive Equity Dealer to join the Central Dealing Desk for Retail Broking NRI Clients in Thane. The role focuses on advisory, trade execution, portfolio management, and revenue growth through NRI client brokerage.

The ideal candidate will have NISM certifications and proven experience handling NRI retail clients in equity broking, with strong communication and MS Office skills. This full-time role offers growth within a dynamic desk.

Qualifications

• Graduate or Post Graduate degree from a recognized university.
• NISM Series VIII: Equity Derivatives Certification and NISM Series VA: Mutual Fund Distributors Certification are mandatory.
• Experience dealing with NRI retail customers within equity broking.

Responsibilities

• Provide strategic investment advice and market trend updates tailored to NRI clients.
• Promptly and accurately execute equity trades while ensuring regulatory compliance.
• Manage client portfolios, foster long-term relationships, and generate trading brokerage.
• Cross-sell equity products including Mutual Funds (MF) and PMS.
• Proactively resolve client queries and deliver exceptional service quality.

Skills

Market & technical expertise

Communication

Software proficiency

Self-motivation

Education

Graduate or Post Graduate degree

Tools

MS Office

Trading terminal systems

Job description

Equity Dealer - Retail Broking (NRI Clients)

Location: Thane

Department: Central Dealing Desk - Retail Broking NRI Clients

Employment Type: Full-Time

About the Role

We are seeking an aggressive, self-driven Equity Dealer to join our Central Dealing Desk within the Retail Broking division. In this role, you will be an integral part of driving growth by managing, advising, and expanding our NRI client base. Your primary focus will be to increase customer wallet share and contribute directly to the organization’s overall revenue and profitability.

Key Responsibilities

1. Client Advisory: Provide strategic investment advice and regular market trend updates tailored to NRI (Non-Resident Indian) clients.
2. Trade Execution: Promptly and accurately execute equity trades on behalf of clients while ensuring full regulatory compliance.
3. Portfolio & Relationship Management: Manage client portfolios, foster long-term relationships, maintain an active client base, and generate trading brokerage.
4. Cross-Selling: Drive business growth by cross-selling equity financial products, including Mutual Funds (MF) and Portfolio Management Services (PMS).
5. Client Engagement & Resolution: Proactively resolve client queries, address concerns, and deliver exceptional service quality.

Qualifications & Requirements

1. Education: Graduate or Post Graduate degree from a recognized university.
2. Certifications (Mandatory):
3. NISM Series VIII: Equity Derivatives Certification
4. NISM Series VA: Mutual Fund Distributors Certification
5. Experience: Proven experience in dealing with NRI retail customers within equity broking.

Key Skills & Competencies

1. Market & Technical Expertise: Deep understanding of stock markets, trading mechanisms, and equity products.
2. Communication: Superior written and verbal communication skills with the ability to interact with clients at all levels.
3. Software Proficiency: Excellent hands‑on experience with MS Office (Word, Excel, PowerPoint) and trading terminal systems.
4. Personal Attributes: Strong interpersonal skills, highly aggressive and self‑motivated, with a proven ability to multitask, prioritize, and manage time efficiently.