Equity Dealer

About the job

• Department: Private Client Group (PCG)- Phillip Capital India
• Location: Mumbai
• Reporting to: Head - PCG Desk
• Experience: 3-8 years in equity dealing, preferably with Ultra HNI clients

Key Responsibilities:

• Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed

• Provide end-to-end servicing to existing clients-pre-trade preparation, trade execution, post-trade confirmations, and follow-ups

• Ensure flawless trade execution across BSE/NSE platforms during market hours

• Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently

• Proactively monitor client portfolios, track corporate actions, and inform clients accordingly

• Assist in margin requirements, fund management, and compliance with internal risk parameters

• Ensure regulatory compliance and proper documentation for all executed trades

• Offer real-time updates and support to clients on market movements, news, and corporate actions

• Maintain high service standards and act as a trusted point of contact for Ultra HNI clients

Key Requirements:

• Graduate/Postgraduate with relevant NISM Certifications (Equity Derivatives Module is mandatory)

• Proven experience (minimum 3 years) in equity dealing for Ultra HNI/H clients

• Deep understanding of equity markets, products, and regulatory environment

• High accuracy and execution efficiency during market hours

• Strong interpersonal and client-servicing skills

• Must be highly disciplined, ethical, and proactive in client communication

• Proficient with trading terminals (Omnesys/NOW/NEAT/NEST/ Greeksoft or similar)

• Sound knowledge of running Algos on the systems

• Excellent coordination and team collaboration skills