Equity Advisor

2 months ago

chennai, India Cholamandalam Securities Limited Full time

Job Summary:

We are hiring dynamic & resilient individuals for our Equity Advisory Team.

The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.


Responsibilities:

  • Advising HNI & Retail clients on Equity, Derivatives, currency Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.


Qualification and Experience:

  • Graduate/Post-Graduate degree in Finance or related field
  • Minimum 1 Year of experience as advisor – Equity Dealing
  • Have requisite NISM Certification
  • Excellent communication and interpersonal skills for building client relationships.
  • Proficiency in Market Research and Analysis to identify potential clients and opportunities.


If your profile matches the above requirement, please share your updated CV to

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