Financial Consultant

21 hours ago


Hyderabad, Telangana, India Cholamandalam Securities Limited Full time

About Cholamandalam Securities Limited:

We are a leading financial services company with a rich history dating back to 1900.

Our annual turnover is approximately INR 369 Billion.

We have 28 diverse businesses across various sectors, including finance, manufacturing, and more.

Headquartered in Chennai, we operate through nine listed companies traded on the NSE and BSE.

Our major subsidiaries include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., and others.

About the Role:

We are seeking a highly skilled and motivated Financial Consultant to join our Equity Advisory Team.

The successful candidate will be responsible for providing expert advisory services to High Net Worth Individuals (HNIs) and Ultra HNIs in equity, derivatives, and currency markets.

The ideal candidate will have a strong understanding of capital markets, investment products, and industry regulations.

Key Responsibilities:

  • Provide in-depth analysis and recommendations to clients on equity, derivatives, currency, and commodity markets.
  • Create revenue growth through effective advisory services and cross-selling of products like mutual funds, insurance, and PMS.
  • Acquire new clients and retain existing ones through regular meetings and exceptional customer service.
  • Profile clients by conducting thorough reviews of their financial requirements and analyzing information to recommend customized portfolios.
  • Maintain and enhance advisor skills through call tracking, weekly targets, and performance evaluations.

Requirements:

  • MBA/PGDM or post-graduate degree in finance or a related field.
  • NISM/NCFM certification or equivalent relevant to stock markets.
  • A minimum of two years of experience in a stock broking company or a similar financial institution.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and in a fast-paced environment.

Estimated Salary Range:

INR 8-12 Lakhs per annum, depending on experience and qualifications.



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