Job Description
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
