Cholamandalam securities pvt ltd- Retail-RM advisor

12 hours ago

Mumbai, India Dreams Solution Full time

Job Description Retail- RM Advisor

Designation: RM Advisor

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.

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