Dealership
Dealership
Dealership
Equity Dealer
Equity Dealer
Equity Dealer
We are seeking a dynamic and detail-oriented Equity Dealer to execute trades on behalf of clients, provide market insights, and ensure seamless trading operations. The ideal candidate will have a solid understanding of stock markets, trading platforms, and client relationship management.
We are seeking a dynamic and detail-oriented Equity Dealer to execute trades on behalf of clients, provide market insights, and ensure seamless trading operations. The ideal candidate will have a solid understanding of stock markets, trading platforms, and client relationship management.
We are seeking a dynamic and detail-oriented Equity Dealer to execute trades on behalf of clients, provide market insights, and ensure seamless trading operations. The ideal candidate will have a solid understanding of stock markets, trading platforms, and client relationship management.
3 Years of Experience
3 Years of Experience
3 Years of Experience
Excel
Excel
Excel
Deadline: May 30, 24'
Deadline: May 30, 24'
Deadline: May 30, 24'
Position Summary:
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.
Monitor stock market movements and provide real-time trading advice to clients.
Maintain active communication with clients to inform them of market trends, investment options, and risk factors.
Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.
Coordinate with the back-office team for timely settlement and reporting.
Maintain and grow client relationships to ensure repeat business and client satisfaction.
Prepare daily and periodic trading reports for internal and client use.
Monitor client positions and margin requirements to prevent over-leveraging.
Support in onboarding new clients and advising them on investment strategies.
Qualifications:
Bachelor's degree in Finance, Commerce, or a related field.
Mandatory: NISM Series VIII - Equity Derivatives Certification.
Good understanding of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.).
Strong analytical, communication, and interpersonal skills.
Ability to work in a fast-paced, high-pressure environment.
Client-centric approach with an interest in relationship management.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.
Position Summary:
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.
Monitor stock market movements and provide real-time trading advice to clients.
Maintain active communication with clients to inform them of market trends, investment options, and risk factors.
Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.
Coordinate with the back-office team for timely settlement and reporting.
Maintain and grow client relationships to ensure repeat business and client satisfaction.
Prepare daily and periodic trading reports for internal and client use.
Monitor client positions and margin requirements to prevent over-leveraging.
Support in onboarding new clients and advising them on investment strategies.
Qualifications:
Bachelor's degree in Finance, Commerce, or a related field.
Mandatory: NISM Series VIII - Equity Derivatives Certification.
Good understanding of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.).
Strong analytical, communication, and interpersonal skills.
Ability to work in a fast-paced, high-pressure environment.
Client-centric approach with an interest in relationship management.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.