Current jobs related to Equity Advisor - india - Chola Securities
-
Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Chola Securities Full timePosition: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...
-
Equity Advisor
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu KYNG Capital Management Full timeCompany DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...
-
Equity Advisor
3 weeks ago
Kolkata, India Chola Securities Full timeJob Description 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,...
-
Investment Advisor
3 days ago
India Marquee Equity Full timeYou will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise clients. - You will have to compile...
-
Equity Research Analyst
7 days ago
Indore, India Plutus Fintech Full timeJob Description Company Description Plutus Fintech Pvt. Ltd. is a Financial Advisor and Mutual Fund distributor company with over 50 years of combined experience. We offer diverse financial services including Mutual Fund Investments, Wealth Management, Portfolio Management Services, various Insurance types, and Demat Accounts. Our expert team provides...
-
Advisor RCAD
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full timeJob title- Advisor-RCAD Location-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)Advisor – RCAD (Retail Client Acquisition and Development) Candidate should have experience into Trading and Order Punching- Terminal Handling Candidate should have exp of...
-
Equity Trader
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra BankingFinanceNBFC Jobs Full timeJob Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-PrabhadeviNB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.CTC: Up to 22 LPARole Objective:Manage and grow HNI/UHNI client relationships by advising on equities,...
-
Team Leader
4 weeks ago
India Serving Skill Full timeSkills equity dealer equity advisor terminal derivatives nism- Handling a team of 5 to 6 Equity advisors - Manage and monitor advisory piece at micro level scale up business or revenue through quality advisory and taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers - For building strong advisory desk...
-
Mumbai, India QRN Services. Full timeJob Description New Requirement Job in Stock Market : 1.Mutual Fund Sales Advisor. - Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience Required For...
-
Equity Fund Manager
2 weeks ago
Korba, Chhattisgarh, India, Chhattisgarh Shree Sharda Group Full timeCompany DescriptionShree Sharda Group is a diversified business conglomerate based in Katghora, Chhattisgarh, with interests in agro-based rice processing, automobile dealerships, bricks manufacturing, real estate investments, and equity market investments. The Group also manages its financial portfolio, strategic investments, and wealth-building initiatives...
Equity Advisor
4 weeks ago
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
