Equity dealer & Research
Job Location
Chembur, Mumbai
About us:-
We are from Moneyfrog Financial Services Pvt Ltd, a leading Wealth-Tech company specializing in wealth management and investment advisory. We are currently looking for MBA, graduates and interns who are eager to build a career in finance, marketing, or wealth management. This is a fantastic opportunity for candidates who want to gain practical industry experience, work with expert mentors, and develop strong financial skills. No prior experience is required—just a keen interest in the finance sector and a willingness to learn.
Job Description: Equity Dealer & Research
Experience:
- Fresher: Must have foundational knowledge of Stock Markets and investment strategies.
- Candidates should be prepared to answer theoretical questions on Stock Market investments, returns, risks, fundamental analysis, and financial terminologies.
- Experienced (Minimum 3 years): Prior experience in dealing and managing Stock Market clients.
- Candidates should confidently answer questions on Stock Market investments, returns, risks, fundamental and technical analysis, and financial concepts.
- Education: Bachelor’s degree in Commerce (B.Com) or MBA in Finance with knowledge of Stock Markets.
- Regulatory/Other Certifications: NISM Dealer Module certification.
- Role Overview: The Equity Dealer & Research professional will be responsible for executing trades, managing client portfolios, and conducting in-depth equity research.
- The role also involves monitoring market trends and providing investment recommendations based on data-driven insights.
Key Responsibilities:
- Execute equity trades for assigned clients as per defined guidelines.
- Monitor and review client portfolios, offering new solutions and recommendations.
- Analyse stock market trends and financial data while staying updated on economic events.
- Maintain accurate trade records and generate reports for clients
CTC:
- As per company standard
