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Cluster Manager

3 months ago

Delhi, India Cholamandalam Securities Limited Full time

Designation: Cluster Manager-Advisory

Vertical: Centralized Dealing Desk

Location: Delhi, Chennai


As an Advisor for the Retail Vertical, you will be responsible for advising clients as per the recommendations from the Research Desk and help build their portfolio. Become a one stop shop for all the client's investment needs.


Responsibilities:

  • Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients.
  • Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it.
  • To acquire and build relations with HNI, Retail and corporate customers.
  • To provide end to end service relations to existing customers relationship on a proactive manner.
  • To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset’s allocation.
  • To develop new customer & business relationships for the company. Service and manage existing relationships. A combination of which leads to greater revenue generation, profitability, customer goodwill and market visibility.


Qualification & Experience:


  1. Graduate / Postgraduate.
  2. Minimum 6-8 years of experience in advisory and minimum 2 years of team handling experience with a Full-Service Stock Broking House.
  3. Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.
  4. Follow all regulatory requirements and ensure compliance with relevant laws and regulations.
  5. Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.


If your profile matches the above requirement, please share your updated cv to csecrecruit@chola.murugappa.com