Equity Advisor

20 hours ago

Kolkata, 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

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