Client Advisor-Private Client Group

3 weeks ago

Bengaluru, Karnataka, 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

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