Equity Advisor

3 days ago

Delhi, India Chola Securities Full time

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 csecrecruit@chola.murugappa.com

  • Pcg Equity Advisor

    2 weeks ago

    Delhi, Delhi, India For MNR Solutions Client Full time

    Designation - PCG Equity Advisor Location - Connaught Place, Delhi Experience - 1+ years Notice - Immediate Joiners or currently serving. Key skills - Equity Advisor, Advisory Manager, NISM/NSE, Portfolio Management, Investment Advisor. Industry - Financial Industry **JD** - Advising Super HNI clients on Equity, Derivatives, currency & commodity...

  • Equity Advisor

    7 days ago

    Delhi, India Cubical Oprations Full time

    1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

  • Equity Advisor

    2 weeks ago

    Delhi, NCR, New Delhi, India Bayleaf Hr Solutions Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Function: Sales and Business Sales / Business DevelopmentEquity DerivativesStock TradingEquity ResearchInvestment AdvisoryFinanceResponsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with a book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...

  • Equity Dealer

    6 days ago

    Delhi, India The HR Gallery Full time

    Looking for thode who have experience in equity dealers, broker, equity advisor, demant account. etc Experience 2-6 yrs salry upto 7 lpa **Salary**: From ₹400,000.00 per year Schedule: - Day shift Ability to commute/relocate: - Delhi, Delhi: Reliably commute or planning to relocate before starting work (required) **Experience**: - total work: 1...

  • Equity Advisor

    2 weeks ago

    Delhi, India SoftPath Consulting Full time

    Urgent hiring for **Reputed stock broking company!** Designation**:Relationship Manager - Equity Dealer** Location**:Delhi/ NCR** **Experience: Min 2 years in same profile** Job Description: - **Responsibilities** - Achieving the **Business targets assigned in terms of, generating revenue, enhancing and upgrading the client relationships** **- Profiling...

  • Equity Dealer

    2 weeks ago

    Rajender Nagar, Delhi, Delhi, India Tradebulls Securities Pvt Ltd Full time

    TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: DELHI- Rajendra Place JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients...

  • Equity Dealer

    2 weeks ago

    New Delhi, India Excellent Pro HR Full time

    We have opening for Equity dealer with us PFB: - Role-Equity Dealer/Equity advisor/Equity trader/senior Equity dealer Revenue generation: - Responsible for generating brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life...

  • Equity Advisor

    2 weeks ago

    Delhi, NCR, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Equity dealers should have knowledge of giving advice on buying and selling of investment and TRADING such as stocks, bonds, commodities , F&O mutual funds ETC. Brokerage Generation As Per The Target

  • Equity Advisor

    4 days ago

    Delhi, India Acme Services Full time

    Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...

  • Equity Advisor

    2 weeks ago

    New Delhi, India Delify Investments Pvt. Ltd. Full time

    Key Responsibilities: - Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - Provide advice and recommendations to clients on investment strategies, including which stocks to buy or sell, and when to do so - To...