Equity Advisor

1 month ago

tamil nadu, India Cholamandalam Securities Limited Full time
Job Description:
Designation: Equity Advisor / Senior Equity Advisor
Vertical: B2B - Partner Alliances
Location: Chennai & Mumbai
As an Equity Advisor for the Retail and Partner Alliances Vertical, you will be responsible for advising clients as per the recommendations from the Research Desk and help build their portfolio. Become a one stop shop for all the client's investment needs.
RESPONSIBILITIES ·
To trade on behalf of customers with their consent in Equity, Derivative & Currency segments.
Manage client’s day-to-day trades & Investments.
Speak to mapped clients regularly & pass on our Technical as well Fundamental Research ideas.
Ensure activation of mapped clients.
Ensure to achieve laid down revenue/brokerage target.
Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same.
QUALIFICATION & EXPERIENCE:
Graduate / Postgraduate.
Proven track record of at least 2+years with a Full-Service Stock Broking House.
Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.
Follow all regulatory requirements and ensure compliance with relevant laws and regulations.
Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.
If your profile matches the above requirement, please share your updated cv to

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