Job Description- Equity Dealer & Operations Department- Operations/ Client Relationship & Retention (CRR) Location: Client First Wealth Management (HQ) Company:Client First Wealth Management Pvt Ltd. About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security,...
Designation: DealerRole: Equity DealerIndustry: Financial Services / BrokingAcademic background Qualification: Graduate.Reporting to Manager/RMTeam Management: NAWork experience Min 0.6 -4 years’ experienceKey Responsibilities· Execute the orders on behalf of clients.· Confirmations of trade done by EOD.· Ensure the volumes of trade are higher & clients trade frequently.· Cross promoting of third...
Role SummaryWe are seeking an experienced Equity Dealer with a strong track record in equity dealing for an investment fund. This role is pivotal, necessitating an unwavering commitment to intellectual integrity and trustworthiness. You will be working closely with the fund manager to execute trades accurately and timely, ensuring alignment with investment strategies and objectives, and adhering...
Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas,...
Revenue generation Achieve Targets - Achieving the targets by generating brokerage through dealing. - Generating revenue through third party products. Compliance - Adhere to dealing room conduct as prescribed by the HSL. - Ensure the internal processes and systems are followed. - Maintaining VRS records for all the trades. - Following the code of conduct. - Anti Money Laundering. - Ensure...
Head of Dealer Marketing will own the strategy and execution of dealer-led growth across our classifieds marketplace. This is a high-impact role responsible for acquiring, engaging, retaining, and monetizing dealer partners across key categoriesWhat you will do:- Define and execute the overall dealer marketing vision and roadmap aligned with business goals- Drive dealer acquisition, activation,...
Head of Dealer Marketing will own the strategy and execution of dealer-led growth across our classifieds marketplace. This is a high-impact role responsible for acquiring, engaging, retaining, and monetizing dealer partners across key categories What you will do: - Define and execute the overall dealer marketing vision and roadmap aligned with business goals - Drive dealer acquisition,...
Job Description- Equity Dealer & Operations Department- Operations/ Client Relationship & Retention (CRR) Location: Client First Wealth Management (HQ) Company:Client First Wealth Management Pvt Ltd. About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security,...
Designation: Dealer Role: Equity Dealer Industry: Financial Services / Broking Academic background Qualification: Graduate. Reporting to Manager/RM Team Management: NA Work experience Min 0.6 -4 years’ experience Key Responsibilities · Execute the orders on behalf of clients. · Confirmations of trade done by EOD. · Ensure the volumes of trade are higher & clients trade frequently. ·...
Accountability Supporting Actions Revenue generation Achieve Targets - Achieving the targets by generating brokerage through dealing. - Generating revenue through third party products. Compliance - Adhere to dealing room conduct as prescribed by the HSL. - Ensure the internal processes and systems are followed. - Maintaining VRS records for all the trades. - Following the code of conduct. -...
Role Summary We are seeking an experienced Equity Dealer with a strong track record in equity dealing for an investment fund. This role is pivotal, necessitating an unwavering commitment to intellectual integrity and trustworthiness. You will be working closely with the fund manager to execute trades accurately and timely, ensuring alignment with investment strategies and objectives, and...
- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Understanding of Derivative Strategies. - To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. - Generate direct brokerage revenues by advising...
AccountabilitySupporting ActionsRevenue generationAchieve Targets- Achieving the targets by generating brokerage through dealing.- Generating revenue through third party products.Compliance- Adhere to dealing room conduct as prescribed by the HSL.- Ensure the internal processes and systems are followed.- Maintaining VRS records for all the trades.- Following the code of conduct.- Anti Money...
Primary Job Responsibilities 1. Equity Dealing & Order Execution - Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines. - Ensure timely, error-free order placement using approved trading platforms. - Monitor live market movements and provide real-time updates to clients to support informed trading decisions. 2. Client Relationship...
AccountabilitySupporting ActionsRevenue generationAchieve Targets- Achieving the targets by generating brokerage through dealing.- Generating revenue through third party products.Compliance- Adhere to dealing room conduct as prescribed by the HSL.- Ensure the internal processes and systems are followed.- Maintaining VRS records for all the trades.- Following the code of conduct.- Anti Money...
PRIMARY JOB RESPONSIBILITIES - Execute the orders on behalf of clients - Confirmations of trade done by EOD - Ensure the volumes of trade are higher & clients trade frequently - Cross promoting of third party products of Anand Rathi to the same Clientele. - Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) - Daily processing & confirmation of trades - Punch orders...
AccountabilitySupporting ActionsRevenue generationAchieve Targets- Achieving the targets by generating brokerage through dealing.- Generating revenue through third party products.Compliance- Adhere to dealing room conduct as prescribed by the HSL.- Ensure the internal processes and systems are followed.- Maintaining VRS records for all the trades.- Following the code of conduct.- Anti Money...
AccountabilitySupporting ActionsRevenue generationAchieve TargetsAchieving the targets by generating brokerage through dealing.Generating revenue through third party products.ComplianceAdhere to dealing room conduct as prescribed by the HSL.Ensure the internal processes and systems are followed.Maintaining VRS records for all the trades.Following the code of conduct.A nti M oney L...
PRIMARY JOB RESPONSIBILITIES- Execute the orders on behalf of clients- Confirmations of trade done by EOD- Ensure the volumes of trade are higher & clients trade frequently- Cross promoting of third party products of Anand Rathi to the same Clientele.- Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)- Daily processing & confirmation of trades- Punch orders for...
- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.- Understanding of Derivative Strategies.- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.- Generate direct brokerage revenues by advising...