Equity AdvisorChola Securities • Mumbai, Maharashtra, India
No longer accepting applications
Equity Advisor
Chola Securities • Mumbai, Maharashtra, India
30+ days ago
Job descriptionEducational 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.
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 :
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 • Mumbai, Maharashtra, India
Related jobs
Treasury Trade Advisor
Confidential • Navi Mumbai, Mumbai, India
We have an exciting opportunity for a Treasury Trade Advisor to join our Weatherford team.In this role you will be primarily responsible for the issuance and administration of letters of credit / b...Show more
Last updated: 7 days ago • Promoted
Product Lead - Equity
Confidential • Navi Mumbai, Mumbai, India
Manage Equity products with an objective to achieve Product activation / penetration for suitable set of customers and deliver better product and journey experience to customers.This will include c...Show more
Last updated: 17 days ago • Promoted
Equity Fund Manager
Confidential • Mumbai, India
Qualification : MBA / Post Graduate.Industry : Banking BrokingNBFCFamily office.The Fund Manager will be responsible for managing and overseeing equity funds.
They will conduct in-depth market research ...Show more
Last updated: 17 days ago • Promoted
Associate Reporting - Private Equity Group
Confidential • Mumbai, India
You are a strategic thinker passionate about driving solutions in Private Equity Information Management.As an Associate within our Private Equity Group, you will be responsible for setting and impr...Show more
Last updated: 17 days ago • Promoted
PCG Advisor
Confidential • Thane, Mumbai
Generate brokerage revenue by advising HNI clients on their Equity and Derivative portfolios.Acquire new clients for broking and investment products such as PMS, Mutual Funds, and Fixed Income.Cond...Show more
Last updated: 17 days ago • Promoted
Nomura - Associate - Equity Structuring
Nomura • Mumbai, India
Roles and responsibilities : - Responsible for Equity structured product ideation i.ETF, Indices, Stocks and Funds, pricing and execution across markets - U...Show more
Last updated: 8 days ago • Promoted
Mutual Fund Advisor
Confidential • Mumbai, Thane, Chennai
Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Eq...Show more
Last updated: 17 days ago • Promoted
Investment Advisor
Confidential • Mumbai, India
We are India's first coveted wealthtech multi issuer platform.A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creat...Show more
Last updated: 30+ days ago • Promoted
Equity Dealer
Confidential • Mumbai, India
About Prodigy Investment Management : .Founded in 2005, Prodigy Investment Management is a niche service provider in the investment management space, whose approach is unconventional and unique.Using...Show more
Last updated: 30+ days ago • Promoted
Compliance Advisory- Financial Market
Confidential • Mumbai
Providing regulatory guidance on various business structures and transactions pertaining to the treasury and PD operations.
Reviewing various product and process notes pertaining to the treasury and...Show more
Last updated: 30+ days ago • Promoted
Assistant Manager / Manager - Equity Analyst
Confidential • Navi Mumbai, Mumbai City, Mumbai
Investment Research and Analysis.Conduct in-depth company and sector research; develop detailed.Analyze financial statements, including.
Provide continuous coverage of allocated.Portfolio and Operat...Show more
Last updated: 17 days ago • Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLC • Mumbai, IN
Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show more
Last updated: 30+ days ago • Promoted
Exotic Derivatives Strats _Senior Associate_Institutional Equity Division
Morgan Stanley • Mumbai, India
We're seeking someone to join our team a s a Senior Associate in Institutional Equity Division.Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of...Show more
Last updated: 9 days ago • Promoted
Equity Advisor
Confidential • Mumbai, India
Are you looking for a dynamic and rewarding career in the world of finance Join StockAxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face...Show more
Last updated: 30+ days ago • Promoted
PCG - HNI - Equity Advisor Manager
Confidential • Mumbai, Thane, Chennai
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS / MF / Fixed Income.Dail...Show more
Last updated: 17 days ago • Promoted
Fixed Income Advisor
Confidential • Mumbai
Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market.Offering various corporate bonds, government securities, state securities to Provident Fund,...Show more
Last updated: 30+ days ago • Promoted
Exotic Derivatives Strats - Senior Associate - Institutional Equity Division
Confidential • Mumbai, India
Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ...Show more
Last updated: 17 days ago • Promoted
Equity Dealer cum Advisor - PCG (Pvt Client Group) Broking
Confidential • Mumbai
QuickTurtle is seeking a proficient.Private Client Group (PCG) Broking team.This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, an...Show more
Last updated: 30+ days ago • Promoted