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Financial Markets Consultant

3 weeks ago


Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full time

About the Role:

As an Equity Advisor at Cholamandalam Securities Limited, you will be responsible for providing expert advice to High Networth Individuals (HNI) and Retail clients on Equity, Derivatives, and Currency Markets.

Your primary objective will be to create revenue by effectively advising and cross-selling products such as Mutual Funds, Insurance, and PMS to our clients. Additionally, you will handle queries and complaints from clients, acquire new clients, retain existing ones, and profile clients by reviewing their financial requirements and recommending suitable portfolios.

What We Offer:

  • A competitive compensation package
  • Opportunities for growth and professional development
  • A collaborative and dynamic work environment
  • Access to cutting-edge technology and tools

Requirements:

  • Graduate/Post-Graduate degree in Finance or related field
  • Minimum 1 Year of experience as advisor – Equity Dealing
  • Have requisite NISM Certification
  • Excellent communication and interpersonal skills for building client relationships
  • Proficiency in Market Research and Analysis to identify potential clients and opportunities

How to Apply:

If your profile matches the above requirements, please submit your updated CV for consideration.