Equity Advisor
4 weeks ago
Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles 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
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Equity advisor
2 weeks ago
Gtb Nager, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles 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...
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Equity Advisor
4 weeks ago
GTB Nager, India Chola Securities Full timeLocation: 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...
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Client Advisor-Private Client Group
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GTB Nager, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM)...
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Marketing - Travel Retail
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GTB Nager, India Favcy Venture Builders Full timeAbout Favcy: Favcy is India’s largest Venture Builder. We identify ventures at an idea stage and co-build them with the founders all the way up to product, traction, growth, and exit. Starting from a simple idea to a full-blown successful scalable startup, we take founders through our tested and frugal model to ensure capital efficiency while being...
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Associate Partner – Program, 1to10 Accelerator
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GTB Nager, India Favcy Venture Builders Full timeAbout Favcy: Favcy is India’s largest Venture Builder. We identify ventures at an idea stage and co-build them with the founders all the way up to product, traction, growth, and exit. Starting from a simple idea to a full-blown successful scalable startup, we take founders through our tested and frugal model to ensure capital efficiency while being...
