Dealer Management

NISM Certified

Executive Dealer -

1. Execute buy and sell orders for clients in a timely and accurate manner across different financial markets and
2. Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

6) Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest.

1. Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
2. Monitor market conditions, trends, and news that may impact the prices of securities or other financial products
3. Assess and manage the risks associated with executing trades, including market risk, liquidity risk, and operational risk.
4. Ensure compliance with regulatory requirements, internal policies, and industry best practices related to trade execution and client interactions.
5. Stay updated on the features, risks, and potential returns of various financial products offered by the company.
6. Collaborate with colleagues in other departments such as research, sales, and risk management to provide holistic solutions to clients and contribute to the overall success of the organization.
7. Stay updated on the developments in financial markets, regulatory changes, and technological advancements that may impact the role of a dealer

This leading Indian investment --- company has a strong presence across India and the Gulf Cooperation Council countries. The organization offers a wide array of products and ---, including mutual funds and insurance distribution, equity and derivatives trading, commodities, portfolio management ---, and --- planning. In addition to traditional offerings, it has developed a comprehensive portfolio of digital products and ---, ensuring accessibility and convenience for its clients.