Client Advisor-Private Client Group

9 hours ago


India Chola Securities Full time
Location:

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) product penetration.
Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile:

Educational Qualification: Postgraduate degree required.
Experience:

Minimum

2 years

of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
Hands-on experience in broking with a strong understanding of financial products and market trends.
Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
Certification:

NISM Series VIII

certification is mandatory.
Strong expertise in client acquisition, retention strategies, and sales target achievement.
Prior experience in the broking industry is a must.

About Murugappa:

Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India's leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd.

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

  • India beBeeEstatePlanning Full time ₹ 1,80,00,000 - ₹ 2,01,00,000

    Job TitleA senior private client lawyer role with a focus on wills and trusts is available in our organization. This position offers the opportunity to lead the development of our in-house legal wills and trusts offering, working closely with financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth...


  • India beBeeCustomerService Full time US$ 9,00,000 - US$ 12,00,000

    About Contact Center SpecialistsWe are seeking skilled professionals to join our team in a customer-centric role. As a Contact Center Specialist, you will be responsible for delivering exceptional service to clients and advisors regarding service issues, requests, policies, procedures, and information on accounts.You will work closely with advisors and...


  • India Crowe Full time

    **Your Journey at Crowe Starts Here**: At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their...

  • Client Operations

    4 weeks ago


    India CIEL HR Full time

    Client Operations Leader Bruc Bond is a global financial services firm operating from Asia-Pacific Europe and the Middle-East Our mission is to simplify corporate banking We connect entity clients to a diverse network of partner banks and financial institutions and manage their relationship seamlessly for the long term We facilitate the opening of...

  • Client Partner

    2 days ago


    India Alien Technology Transfer Full time

    Ready to join a young, dynamic, and fast-paced technology Transfer team? We are looking for a **Client Partner** to help our clients, the top-most innovative startups and SMEs, by bringing together the best partners to help develop and launch their incredible projects on the market. To join the team you have to possess a genuine interest in technology and...


  • India AKM Global Full time

    We are seeking a highly motivated and skilled Senior Auditor with expertise in U.S. Real Estate Funds , Private Fund Audits , and experience with registered funds or digital assets . The ideal candidate will have a strong background in auditing complex financial statements for U.S.-based funds and a deep understanding of relevant U.S. GAAP accounting...


  • India beBeePrivateWealthManagement Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Client Success Specialist - Private Wealth ManagementWe are seeking a skilled Client Success Specialist to join our Private Wealth Management team. The successful candidate will be responsible for delivering high-value services and acquiring new clients in the targeted High Net Worth Individual (HNI) segment.Key Responsibilities:Offer wealth management...


  • India beBeePrivate Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Senior Private Wealth ManagerAbout the Opportunity:We seek a seasoned and accomplished Senior Private Wealth Manager to lead our client portfolio growth and expansion in the MENA region.Key Responsibilities:Develop and manage a high-net-worth client portfolio, ensuring seamless administrative support and timely resolution of matters.Deliver comprehensive...


  • India beBeeLiaison Full time

    Job DescriptionWe are seeking a highly skilled and experienced Client Liaison to join our team. As a trusted advisor, you will build strong relationships with key clients and serve as their primary point of contact.The ideal candidate will have a deep understanding of client needs and objectives, and be able to identify opportunities for growth and expansion...

  • Associate, Client

    7 days ago


    India BNY Full time

    **Associate, Client Onboarding/Transitions/Conversions/KYC II** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the...