Client Portfolio Advisor
Chola SecuritiesKolkata, Republic Of India, IN30+ 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
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Client Portfolio Advisor • Kolkata, Republic Of India, IN
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