Equity Advisor

Chola Securitieswest bengal, India

30+ 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

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Equity Advisor • west bengal, India

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