Equity Dealer and Relationship Manager

Job Title: Equity Dealer and Relationship Manager

Job Summary:

We are seeking a dynamic and client-oriented Equity Dealer and Relationship Manager to join our growing team. The ideal candidate will be responsible for executing trades, managing client relationships, and ensuring all activities are in strict compliance with regulatory standards. This dual role requires a basic understanding of the equity markets, exceptional communication skills, and a commitment to providing outstanding service to our clients.

Key Responsibilities:

• Trade Execution:

  Accurately and efficiently execute buy and sell orders for clients in equities, derivatives, and other financial products on behalf of the firm.

• Client Relationship Management:

• Act as the primary point of contact for a portfolio of clients.
• Proactively connect with clients.
• Provide clients with timely market updates and relevant information to support their investment decisions.
• Build and maintain long-term, trusting relationships with clients.

• Business Development:

• Identify opportunities to acquire new clients and grow the firm's assets under management.
• Promote and cross-sell Motilal Oswal's range of financial products and services, including mutual funds, PMS, and insurance.

• Compliance and Risk Management:

• Ensure all trading activities adhere to SEBI regulations and internal compliance policies.
• Maintain accurate records of all client interactions and transactions.
• Stay updated on the latest market regulations and compliance requirements.

• Reporting:

  Prepare and present regular reports on client portfolios and trading activities to the management.

Qualifications and Skills:

• Education:

  Bachelor's degree in Commerce, Finance, Business Administration, or a related field (fresher can also apply).

• Skills:

• Excellent communication skills.
• Strong analytical and problem-solving abilities.
• High level of integrity and professional ethics.
• Ability to work effectively in a fast-paced and target-driven environment.
• Proficiency in MS Office Suite.