Strategic Equity Advisor

12 hours ago


Kolkata, West Bengal, India Cholamandalam Securities Limited Full time
About the Opportunity

We are seeking a highly skilled Strategic Equity Advisor to join our Equity Advisory Team at Cholamandalam Securities Limited.

About the Role

This is an excellent opportunity for a motivated individual to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

Your role will involve activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities will also include acquiring new clients, retaining existing clients, addressing their complaints and queries, and client profiling.

About the Job Description
  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients through periodic meetings.
  • Profiling clients by conducting in-depth review of client's financial requirements, analyzing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Qualifications & Experience:
  • MBA/ PGDM/ Post Graduate degree in Finance or related field.
  • NISM/NCFM certificate or equivalent certification relevant to stock markets.
  • Minimum 2 year of experience in a stock broking company or a similar financial institution.
  • Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
  • Proficiency in MS Excel and other relevant software.
  • Strong Analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and in a fast-paced environment.

Estimated Salary: ₹12-18 Lakhs per annum

About Our Company

Cholamandalam Securities Limited is a leading business conglomerate with a strong presence in the Indian market. Our company has a rich history dating back to 1900 and has evolved into a multifaceted organization with diverse interests.



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