Private client assistant/administrator

2 weeks ago

Pune, India Chola Securities Full time

Vertical: Private Client Group 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). Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. 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. Prior experience in the broking industry is a must. Cholamandalam Financial Holdings Ltd.,

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    Pune, Maharashtra, India Workassist Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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