No longer accepting applications
▷ (10 / 11 / 2025) Equity Advisor
Chola SecuritiesChennai, Tamil Nadu, India5 hours 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 • Chennai, Tamil Nadu, India
Related jobs
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 Publi...Show moreLast updated: 30+ days ago
Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients.
They have a strong presence in the equit...Show moreLast updated: 30+ days ago 
Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients.
They have a strong presence in the equit...Show moreLast updated: 30+ days ago
- Promoted
Associate - Equity Research - Avendus Spark
AvendusChennai, Tamil Nadu, India The role will be a part of the Equity Research Team at the Institutional Equities business.The role requires the individual to have an analytical and research based approach.The role impacts the in...Show moreLast updated: 30+ days ago
Retail - Equity Advisor
Saaki Argus & Averil ConsultingChennai, Tamil Nadu, IndiaQuick Apply
- Promoted
Client Advisor-Private Client Group
Chola SecuritiesChennai, Chennai (district) Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi.Execute trades on behalf of clients, aligning with their investment strategies and preferences.
Provide expert advisory services to enhance portf...Show moreLast updated: 12 days ago
- Promoted
Director - Tax Advisory
PKC Management ConsultingChennai, Tamil Nadu, India At PKC, our mission is (P)rosperity for our clients through (K)nowledge, while (C)aring for our people.Since 1988, we’ve helped businesses of all sizes solve complex challenges in Taxation, Audit, ...Show moreLast updated: 5 days ago
- Promoted
Principle Associate
LawSikhoChennai, IN We are seeking an experienced Tax & Finance Professional / Chartered Accountant / CMA to join our finance team.The ideal candidate will be responsible for ensuring end-to-end tax compliances, strengthe...Show moreLast updated: 24 days ago
- Promoted
Senior Mortgage Underwriter
FirstsourceChennai, Tamil Nadu, India Underwriter and Sr Underwriter.Experience required for the Job : 3+ years.Key skills : Underwriting, US mortgage.Candidate should have total 3+ years of US mortgage underwriting experience.FHLMC, kno...Show moreLast updated: 15 days ago
- Promoted
AVP, Quant Development
ConfidentialChennai, India Lead the design and development of advanced quantitative and AI-driven models for market abuse detection across multiple asset classes and trading venues.
Drive the solutioning and delivery of large...Show moreLast updated: 9 days ago
- Promoted
Senior Associate - Transaction Advisory
Bahwan CyberTekChennai, Tamil Nadu, India 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: 24 days ago
- Promoted
Financial Advisor
Tata AIA LifeChennai, 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: 30+ days ago
Retail Sales / Equity Advisory - Cluster Manager
Saaki Argus & Averil ConsultingChennai, Tamil Nadu, IndiaQuick Apply
- Promoted
- New!
Advisory Associate
CohnReznickChennai, IN CohnReznick currently has an exciting career opportunity with the Client Advisory Services team.We are looking for an Associate to join our team.
The Client Advisory Services team is a rapidly growi...Show moreLast updated: 5 hours ago
- Promoted
Equity Advisor
Chola SecuritiesChennai, Tamil Nadu, India 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
HDFC securitiesChennai, Tamil Nadu, India Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show moreLast updated: 5 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCChennai, 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 moreLast updated: 30+ days ago
- Promoted
Financial Advisor
ConfidentialChennai, India We suggest you enter details here.This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad.
The Financial Advisor will be responsible for providing financial planni...Show moreLast updated: 9 days ago
- Promoted
Private Wealth Advisor
ConfidentialChennai, India Evolve Energy Group is a leading provider of Solar Power solutions.We specialize in delivering renewable and affordable energy sources.
Our mission is to promote the benefits of solar energy and pro...Show moreLast updated: 9 days ago
Equity Advisor - RM / TL
Saaki Argus & Averil ConsultingChennai, Tamil Nadu, IndiaQuick Apply
- Promoted
PCG Advisor
ConfidentialChennai 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 moreLast updated: 9 days ago