Job Profile for Dealer
Position: Dealer
Department: Pro Trading
Job Type: Full – Time
Job Location: Multiple
Rajkot – 2 Open Positions
Ahmedabad – 1 Open Position
Gift City – 1 Open Position
Job Description
- Generate brokerage and activate trading accounts for clients.
- Assist new entrants in the equity market to understand its dynamics.
- Handle High Net Worth Individuals (HNI) clients effectively.
- Coordinate daily trades in equity and F&O with clients.
- Monitor client exposure limits and handle risk management.
- Help customers execute trades online and place orders on their behalf.
- Provide daily confirmations of orders and trades to clients.
- Acquire new clients through referrals from existing clients.
- Reactivate inactive clients through regular follow-ups.
- Address client queries and maintain regular communication.
- Communicate intra-day trading calls and investment ideas to clients.
- Monitor daily operations at the branch.
- Maintain strong relationships with all clients.
- Operate NSE/BSE terminals independently.
- Ensure compliance with all NSE/BSE rules and regulations.
- Advise clients based on researched market insights and updates.
- Drive revenue growth by identifying and developing new equity revenue streams.
- Maintain cordial relationships with existing clients and generate leads through referrals.
- Achieve set budgets related to revenue generation and client activation.
Job Profile for Back Office
Position
Back office Executive
Department
Back office
Job Type
Full Time
Multiple Locations
- Mumbai - 1 Opening
- Ahmedabad - 1 Opening
- Rajkot - 1 Openings
Job Description
- Operate CDSL DP systems (CDAS) and stockbroking software (LD – Lidha Didha).
- Interact with clients to resolve queries, manage day-to-day client interactions, and provide updates.
- Perform general accounting tasks and ensure process efficiency.
- Prepare professional bills, vouchers, and manage payments.
- Process trades (Cash, F&O, Currency, Commodity) and daily reports (contract notes, margin statements, EOD, RMS).
- Handle securities operations (pay-in, payout, margin pledge) and corporate actions.
- Ensure regulatory compliance and timely margin reporting.
- Address client queries and implement process improvements.
- Collaborate with Finance, Compliance, and Settlement teams.
- Facilitate interdepartmental coordination to optimize operations.
- Handle daily processing of trades, reconciliations, fund settlements, and reporting (NSE, BSE, MCX).
- Manage KYC, UCI creation, pledging, MTF operations, and regulatory reporting.