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Equity Advisor

Equity Advisor

Chola SecuritiesDelhi, India, India
13 days ago
Job description

Location : Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi

Designation : RM Advisor

Vertical : Retail

Roles and Responsibilities :

  • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
  • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.

Preferred Candidate Profile :

  • Educational Qualification : Postgraduate degree required.
  • Experience : Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Must not have any self-trading experience.
  • Certification : NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.
  • If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com

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