Senior Equity Dealer
Fisdom
4 - 8 years
Mumbai
Posted: 18/06/2025
Job Description
🌟 Key Responsibilities:
Execute equity trades and transactions for clients with speed and precision.
Provide clients with market insights, research, and strategic investment recommendations.
Actively monitor market movements and keep clients informed with timely updates.
Assist clients in portfolio management and asset allocation based on their risk profiles and goals.
Ensure adherence to compliance and regulatory standards while managing trades.
Develop and maintain strong relationships with clients to drive satisfaction and retention.
🔍 What We’re Looking For:
Bachelor’s degree in Finance, Economics, or a related discipline.
4-8 years of experience in equity dealing, advisory, or portfolio management.
Solid understanding of equity markets, trading platforms, and investment strategies.
Excellent communication and interpersonal skills to advise clients effectively.
Analytical mindset with a strong ability to analyze market data and trends.
About Company
Fisdom is a fintech company that provides a platform for wealth management and investment solutions. It focuses on offering personalized financial products such as mutual funds, insurance, and goal-based financial planning tools to help individuals build wealth and secure their financial future. Fisdom aims to make wealth management accessible to everyone through technology.
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