Equity Dealer

Department: Client Relationship & Retention (CRR)

Location: Raipur, Chhattisgarh

Company: Client First Wealth Management Pvt. Ltd.

About Client First 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, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.

Key Responsibilities

• Execute equity trades, stock market orders, and investment transactions efficiently via Terminal.
• Monitor live market movements, client portfolios, and trading positions.
• Generate and identify potential client leads through networking, market outreach, and database engagement.
• Actively connect with leads and prospective clients to pitch suitable investment strategies, stock ideas, and customized wealth solutions.
• Expand existing client accounts by identifying upselling and cross-selling opportunities across Mutual Funds, PMS, AIF, and Insurance.
• Support clients with equity dealing, portfolio servicing, performance reviews, and statement queries.
• Prepare financial proposals, portfolio reports, and market updates for client presentations.
• Coordinate with brokers, RMs, and internal teams for smooth trade settlements, documentation, and compliance.
• Drive business target achievement by acquiring new client relationships and growing Assets Under Management (AUM).
• Maintain accurate MIS reports, CRM updates, transaction logs, and KYC documentation.

Skills & Competencies Required

• Strong knowledge of the stock market, Equities, Terminal operations, and Trading.
• Sound understanding of Mutual Funds, PMS, AIF, Insurance, and broader Wealth Products.
• Proven ability to generate leads, pitch investment ideas, and engage potential clients effectively.
• Strong upselling, cross-selling, and client presentation skills to drive business growth.
• Quick execution skills with high accuracy and an attention-to-detail orientation in live market conditions.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in MS Excel, Google Sheets, and PowerPoint.
• Ability to work effectively in a fast-paced, target-oriented environment.

Qualifications

• Graduate / Postgraduate in Commerce, Finance, Business, or related fields.
• 1–3 years of experience in equity dealing, stock market operations, or wealth services.
• NISM Series VIII (Equity Derivatives) Certification (Preferred).