Duties and Responsibility

A leading financial/Broking Company is looking for Equity Dealer  for its Mumbai Head office.

Job Description 

  • Client Order Execution into the ODIN System (Dealing)
  • Facilitating Quarterly Settlement of Client A/cs for BMO / HO & Sub Broker Clients
  • Providing one stop solutions and resolutions to client queries / requests by coordinating with various departments
  • Email correspondence with regards to queries / complaints / requests of Clients / BMO
  • Assisting clients in sorting their bank account related requests
  • End to End KYC process completion for new as well as existing clients as the case may be
  • Preparing various MIS reports for reference of the Management as well as BMO
  •  Making Pay in Pay out file, to report trades to the Bank for RBI reporting
  • Trades reconciliation to ensure proper client payment given / received
  • Discussing the issue of nonpayment / Bad debts of an   client with the Accounts Team / Immediate Superior, thereby finding solutions to resolve the same
  • Collection of Demat charges and updating BMO / Sub Brokers / HO   clients regarding any outstanding payments
  • Following up with the RTA regarding cases / issues faced while dematting of physical shares.
  • Engaging into process enhancements / correction / updation at length to improve the operational activities to make optimum utilization of time
  • Resolving age old disputes into client ledgers, thereby striving hard to recover bad debts and further trying to activate dormant clients to trade via MKSL again
  • Prepared various slides / presentations / user guides to help clients understand the step by step process of viewing various reports via back office software
Job Location: Mumbai
Experience (Years): 0-2 Years

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