This job offer is not available in your country.

Equity Advisor [3 Days Left]

Chola SecuritiesIndia

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

Create a job alert for this search

Equity Advisor • India

Related jobs

Promoted

Equity Advisor

Chola SecuritiesIndia

Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi.Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment ...Show moreLast updated: 30+ days ago

Promoted

Equity Dealer (Buy side)

Saplings HRIndia

The opening is with an is an equity-focused investment firm with deep domain expertise.The firm manages equity assets across PMS, AIF, and Advisory channels, including offshore funds.It oversees as...Show moreLast updated: 12 days ago

Promoted

Wealth Management Advisor Dubai

prosperity servicesIndia

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 22 days ago

Promoted

CA | Opportunity in Transaction Advisory Team [M&A and Deals] - (Tax, Regulatory and Financial Advis

K P Shah Associates, Chartered Accountants (KPSA)India

Opening in Transaction Advisory Team : Chartered Accountant with 2-4 years of experience in the field of Tax & Regulatory Advisory + fair understanding of financial aspects relevant for strategic bu...Show moreLast updated: 25 days ago

Promoted

Qualified Financial Advisor

deVere GroupIndia

Vere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to joi...Show moreLast updated: 30+ days ago

Promoted

Equity Dealer

Generali Central Life InsuranceIndia

Job Location- Mumbai (Vikhroli).Person will be primarily responsible for equity dealing - i.He / she will also be responsible for timely closure of all the deals in the system.The role of an dealer...Show moreLast updated: 30+ days ago

Promoted

Equity Research Specialist

Chola SecuritiesIndia

As an Equity Analyst, you will conduct in-depth industry and company research, come up with company valuations and produce detailed coverage along with quarterly updates. You will also be responsibl...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor

Cogmex TechnologiesIndia

We’re Hiring! Financial Advisors & Survey Executives – UK Process (Lucknow).UK Shift (1 : 30 PM – 11 : 30 PM IST).Financial Advisor – IVA Process. Survey Executive – UK Campaign.Handle inbound / outbound ...Show moreLast updated: 1 day ago

Promoted

Equity Advisor / Dealer

KYNG Capital ManagementIndia

Company Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches th...Show moreLast updated: 25 days ago

Promoted

Advisor - PCG

KG Engineering & ConsultancyIndia

Job Title : Advisor – PCG Location : .Mumbai, Hyderabad, Chennai, Bangalore Experience : .Minimum 3 years in broking / trading domain Notice Period / Gap : . Key Responsibilities : Executing trades and order-...Show moreLast updated: 25 days ago

Promoted

Equity Dealer

Financial TrustedgeIndia

We suggest you enter details here.This is a full-time on-site role for an Equity Dealer, located in Delhi, India.The Equity Dealer will be responsible for managing stock market trading activities, ...Show moreLast updated: 2 days ago

Promoted

Senior Associate - Transaction Advisory

Bahwan CyberTekIndia

Senior Associate Transaction Advisory Services (TAS).This role involves conducting buy-side and sell-side due diligence, working capital analysis, and assisting in the preparation of client deliver...Show moreLast updated: 1 day ago

Promoted

Equity Dealer

AnandRathi Shares And Stock Brokers LimitedIndia

Company Description AnandRathi Shares And Stock Brokers Limited is a consumer services company located in Trichy, Tamil nadu , India. The company is known for providing comprehensive and customer-ce...Show moreLast updated: 30+ days ago

Promoted

Commercial Advisor

kimbocorpNagpur, IN

Commercial Advisor – Build Million-Dollar Holding Companies from Your Jurisdiction.Freelance with strong potential for retainer or fixed compensation. USD 3,000 to 20,000+ per month (performance-bas...Show moreLast updated: 30+ days ago

Promoted

▷ 3 Days Left : Equity Advisor

Chola SecuritiesIndia

Position : Equity Advisor- Partner Alliances.Experience : Minimum 1-5 years in a similar role.We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchi...Show moreLast updated: 26 days ago

Promoted

ShuffleX - Angel Investor Advisor

ShuffleXAny Location, India

About ShuffleX ShuffleX is building the worlds first human-first social and transactional platform for startups, investors, and explorers. Our mission is to reshape ho...Show moreLast updated: 22 days ago

Promoted

FOREX INVESTOR

FOREX INVESTMENTNagpur, IN

We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago

Promoted

Quantitative Trader

39k GroupNagpur, IN

Group – India’s Largest Crypto Trading Firm.Group is a high-frequency trading firm operating globally across centralized crypto exchanges. We specialize in ultra-low-latency strategies and market ma...Show moreLast updated: 25 days ago

Promoted

▷ [15h Left] Equity Research Associate

Acuity Knowledge PartnersIndia

Sell-side Research & Operation.Graduation + CFA L3 cleared OR MBA in Finance.Sectors Experience into Metals & Mining and Luxury Goods will be added advantage. Building and updating financial models ...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor

Tata AIA LifeNagpur, IN

TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show moreLast updated: 25 days ago