(Urgent Search) Equity Advisor

2 weeks ago


Mumbai, India Chola Securities Full time

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail 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. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com


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