Cholamandalam securities pvt ltd- Retail-RM advisor

3 weeks 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.



  • Mumbai, India TSS Consultancy Pvt. Ltd. Full time

    Company Description **About Our Company** TSS Consultancy Pvt. Ltd. is 13 years old fast-growing technology solutions provider for the financial industry, with a focus on building innovative products for financial institutions with a focus on compliance and operations. TSS is a FinTech company (Finance domain), and we have customers in multiple...

  • Equity Advisor

    3 weeks ago


    Mumbai, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles 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...

  • RM Advisor

    3 weeks ago


    Mumbai, India Dreams Solution Full time

    Role & responsibilities Retail Sales Sr. No Particulars 1 Designation - RM Advisor 2 Vertical Retail Sales 3 Qualification Graduate/Post Graduate / NISM / NCFM as applicable 4 Location Chennai, Mumbai, Pune, Bangalore, Hyderabad, Vizag,Kolkata, Patna,Delhi, Coimbatore 5 Experience Minimum 1 Year exp in client acquisition with a stock broking firm 6 Job...

  • RM Advisor

    2 weeks ago


    Mumbai, Maharashtra, India Dreams Solution Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesRetail SalesSr. No Particulars1 Designation - RM Advisor2 Vertical Retail Sales3 Qualification Graduate/Post Graduate / NISM / NCFM as applicable4 Location Chennai, Mumbai, Pune, Bangalore, Hyderabad, Vizag,Kolkata, Patna,Delhi, Coimbatore5 Experience Minimum 1 Year exp in client acquisition with a stock broking firm6 Job Description...

  • Medical Advisor

    2 weeks ago


    Andheri, Mumbai, Maharashtra, India Tristar Management Services Pvt Ltd Full time

    We have opening in **Raksha Health Insurance TPA Pvt Ltd for Medical Advisor in Andhri East Location.** **Company Name** - Raksha Health Insurance TPA Pvt Ltd. **Location** - Andheri East (Marol) **Exeperience**: - Freshers/ Dr. (Intern) **Qualification** - MD/ MBBS/ Bsc **Salary** - 25k to 40k **Medical Advisor**: - Must have effective communication...

  • Legal Advisor

    2 weeks ago


    Mumbai, Maharashtra, India V. K. Lalco Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionV. K. Lalco Pvt. Ltd., formed in 1958 by Indian entrepreneur Khiamal Lalchand, is a leading innovator in the Indian economy with three main entities: VKL Construction, Lalco Interiors, and Lalco Residency. VKL Construction has been a pioneer in residential and commercial construction, with iconic projects in Mumbai, Bangalore, and Pune....

  • Job Opening- Ltd.

    3 weeks ago


    Navi Mumbai, India Reliance Retail Full time

    Dear All, We have opening for our Online Store Operations role for our Reliance Dark Store for Mumbai/Navi Mumbai location. Candidate those who are keen interested in career into Retail Store Operation can apply to us with your CV/Resume. Please mail to: Company: Reliance Retail Ltd. Format: Grocery Format- Online Dark Store Position Name: Department...

  • Job Opening- Ltd.

    2 weeks ago


    Navi Mumbai, Maharashtra, India Reliance Retail Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Dear All,We have opening for our Online Store Operations role for our Reliance Dark Store for Mumbai/Navi Mumbai location.Candidate those who are keen interested in career into Retail Store Operation can apply to us with your CV/Resume. Please mail to: Company: Reliance Retail Ltd.Format: Grocery Format- Online Dark StorePosition Name: Department Manager -...

  • Rms Executive

    5 hours ago


    Mumbai, India Bonanza Portfolio Ltd Full time

    Greetings, We have urgent opening for **RMS Executive**. **Company Name: -** Bonanza Portfolio Ltd. **Location : -** Goregaon East **Qualification: - **Bachelor of Financial Markets (BFM) **Experience: - **Fresher **Job Description: -** - Require good knowledge if he knows about Greek software - Risk monitor of trades - Odin knowledge or NISM...


  • Mumbai, India Manoj ornaments Pvt. LTD Full time

    We’re Hiring – Retail Sales ExecutiveLocation: Mumbai (Vile Parle)Manoj Ornaments Pvt. Ltd. is looking for dynamic and enthusiastic Retail Sales Executives to join our growing team. If you are passionate about customer service, jewellery, and sales, this is the perfect opportunity for you!Key Responsibilities:- Greet and assist customers in selecting...