Job Description
JD FOR EQUITY DEALER CUM BACK OFFICE EXECUTIVE
Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients.
Position: Equity Dealer cum back office executive
Location: Fort, Mumbai
Experience: Minimum 5 years’ experience.
Immediate joining
Graduates & Post graduates
Contact person: Smruti Dalvi
Contact Email id : [email protected]
Contact No.
Desired Candidate Profile:
Equity Dealer cum back office : Roles & Responsibilities:
The Equity Dealer cum Back Office Executive plays a crucial role in executing trades on behalf of clients, managing back-office operations, and facilitating the onboarding process for new clients. This position requires a combination of financial acumen, customer service skills, and attention to detail.
· Equity Trading Execution: Execute equity trades on various exchanges as per clients' instructions.
· Monitor market trends, analyze stock performance, and provide clients with relevant information to make informed investment decisions.
· Client Onboarding: Facilitate the onboarding process for new clients by online or collecting necessary documents and information for opening trading & demat account.
· Verify client details and ensure compliance with regulatory requirements.
· Customer Interaction: Provide excellent customer service by addressing client queries related to trading activities, account status, and market conditions.
· Educate clients on various investment products and trading strategies.
· Build and maintain strong client relationships to enhance customer satisfaction and retention.
· Perform daily reconciliation of trades, settlements, and funds to ensure accuracy and compliance.
· Coordinate with various departments to resolve trade-related issues promptly.
· Generate and maintain reports related to trading activities and client accounts.
· Risk Management: Monitor and manage risk associated with trading activities.
· Implement risk mitigation strategies and adhere to compliance guidelines.
Skills required:
• Should be certified in NISM / NCFM for Dealer’s module (or be willing to take the exam immediately)
• Strong Communication skills (Written and Verbal)
· Relevant experience in equity trading and back-office operations.
· Knowledge of financial markets, investment products, and trading platforms.
· Knowledge of MS Excel, Word and Power Point
• Knowledge of different trading platforms like Greek, Odin, NEAT is preferable
Job Type: Full-time
Pay: ₹20,000.00 - ₹250,000.00 per month
Benefits:
• Food provided
Schedule:
• Day shift
Supplemental pay types:
• Yearly bonus
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred)
Work Location: In person
Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients.
Position: Equity Dealer cum back office executive
Location: Fort, Mumbai
Experience: Minimum 5 years’ experience.
Immediate joining
Graduates & Post graduates
Contact person: Smruti Dalvi
Contact Email id : [email protected]
Contact No.
Desired Candidate Profile:
Equity Dealer cum back office : Roles & Responsibilities:
The Equity Dealer cum Back Office Executive plays a crucial role in executing trades on behalf of clients, managing back-office operations, and facilitating the onboarding process for new clients. This position requires a combination of financial acumen, customer service skills, and attention to detail.
· Equity Trading Execution: Execute equity trades on various exchanges as per clients' instructions.
· Monitor market trends, analyze stock performance, and provide clients with relevant information to make informed investment decisions.
· Client Onboarding: Facilitate the onboarding process for new clients by online or collecting necessary documents and information for opening trading & demat account.
· Verify client details and ensure compliance with regulatory requirements.
· Customer Interaction: Provide excellent customer service by addressing client queries related to trading activities, account status, and market conditions.
· Educate clients on various investment products and trading strategies.
· Build and maintain strong client relationships to enhance customer satisfaction and retention.
· Perform daily reconciliation of trades, settlements, and funds to ensure accuracy and compliance.
· Coordinate with various departments to resolve trade-related issues promptly.
· Generate and maintain reports related to trading activities and client accounts.
· Risk Management: Monitor and manage risk associated with trading activities.
· Implement risk mitigation strategies and adhere to compliance guidelines.
Skills required:
• Should be certified in NISM / NCFM for Dealer’s module (or be willing to take the exam immediately)
• Strong Communication skills (Written and Verbal)
· Relevant experience in equity trading and back-office operations.
· Knowledge of financial markets, investment products, and trading platforms.
· Knowledge of MS Excel, Word and Power Point
• Knowledge of different trading platforms like Greek, Odin, NEAT is preferable
Job Type: Full-time
Pay: ₹20,000.00 - ₹250,000.00 per month
Benefits:
• Food provided
Schedule:
• Day shift
Supplemental pay types:
• Yearly bonus
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The FEMALE | EQUITY DEALER CUM BACK OFFICE EXECUTIVE position is now open for candidates interested in the Data Entry Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Data Entry Jobs is a plus.
