Current jobs related to Investment Advisory Professional - Chennai, Tamil Nadu - Cholamandalam Securities Limited

  • Spl'st, Investment Advisory

    3 weeks ago

    Chennai, Tamil Nadu, India myGwork Full time

    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the...

  • Risk Advisory Professional

    7 days ago

    Chennai, Tamil Nadu, India PKF SRIDHAR & SANTHANAM LLP Full time

    Job Description:We are seeking an experienced and skilled Assistant Manager to join our Risk Advisory team in Chennai. Your role will involve developing and implementing an internal audit plan that ensures the adequacy of the company's internal systems and controls.

  • Investment Counsellor

    2 weeks ago

    Chennai, Tamil Nadu, India STAFFIAA Full time

    Profile: Investment Counsellor / Private Wealth ManagerLocation: Chennai - Tamil NaduExperience: Minimum 8 years in investment management, wealth advisory, or financial servicesEducation: Master's Degree from an accredited collegeCTC: 15 LPA+  Job Summary:The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored...

  • Certified Investment Advisor

    4 weeks ago

    Chennai, Tamil Nadu, India Euro Exim Bank Full time

    Euro Exim Bank (EEB), headquartered in St. Lucia, West Indies, is an award-winning international trade finance institution providing international trade solutions, serving corporate clients and import businesses in established and newly emerging markets. We have a Class 'A' international banking license from the Financial Services Regulatory Authority of St....

  • Certified Investment Advisor

    4 weeks ago

    Chennai, Tamil Nadu, India Euro Exim Bank Full time

    Euro Exim Bank (EEB), headquartered in St. Lucia, West Indies, is an award-winning international trade finance institution providing international trade solutions, serving corporate clients and import businesses in established and newly emerging markets. We have a Class 'A' international banking license from the Financial Services Regulatory Authority of St....

  • Equity Dealer for Investment Management

    6 days ago

    Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full time

    Join Our TeamWe are looking for a skilled Equity Dealer to join our team at Unifi Capital Pvt Ltd. As a key member of our investment management team, you will be responsible for dealing in equity and derivatives segments. This role requires strong analytical skills, attention to detail, and the ability to work under pressure.About the CompanyUnifi Capital is...

  • Financial Advisory Specialist

    4 days ago

    Chennai, Tamil Nadu, India Alora Advisors LLP Full time

    About Alora Advisors:Alora Advisors LLP is a professional consultancy that specializes in providing financial, tax, legal, and business advisory services. Our firm focuses on direct and indirect taxation, new business establishment, CFO & CTO services, individual support, transaction advisory, corporate law, regulatory compliance, and legal consulting.We...

  • Advisory Services Professional

    7 days ago

    Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full time

    Job OverviewCholamandalam Securities Limited is a leading financial services company that offers a wide range of products and services to its clients. We are seeking an experienced Equity Advisor to join our team and provide exceptional advisory services to HNI and Retail clients in Equity, Derivatives, and Currency Markets.The successful candidate will have...

  • Investment Solutions Expert

    2 days ago

    Chennai, Tamil Nadu, India DBS Bank Full time

    Our MissionAt DBS Bank, our mission is to deliver exceptional customer experiences through our innovative products and services. We are committed to building long-term relationships with our customers and providing them with tailored solutions to meet their financial needs.Job DescriptionWe are seeking an experienced Investment Solutions Expert to join our...

  • Private Equity Investment Professional

    14 hours ago

    Chennai, Tamil Nadu, India J, LLC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Private Equity Analyst to join our investment team. This role offers an opportunity to gain hands-on experience in evaluating, structuring, and executing private equity investments across diverse industries.About the Role:The Private Equity Analyst will be responsible for conducting...

  • Investment Services Professional

    5 days ago

    Chennai, Tamil Nadu, India Mr. Cooper Full time

    Company Overview:Mr. Cooper Group is a company dedicated to making the dream of homeownership possible. Our purpose is simple: keeping this dream alive for our customers.We believe that our roles and responsibilities are crucial in making this happen. As a team, we work together, volunteer to make a difference, and challenge the status quo when needed. Our...

  • Comprehensive Auditing and Advisory Services Professional

    3 days ago

    Chennai, Tamil Nadu, India Dhiraj Shubham & Co LLP Full time

    About UsDhiraj Shubham & Co LLP is a professional services firm that believes in nurturing talent. Our team works with clients across various industries, providing expertise in Audit & Assurance, Direct & Indirect Taxation, Financial Planning, and Business Advisory Services.We are committed to creating an environment where learning is continuous, teamwork is...

  • Investment Management Specialist

    2 days ago

    Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full time

    About Unifi Capital Pvt Ltd.Unifi Capital is a renowned investment management firm with 24 years of experience in managing assets exceeding INR 27,000 Cr on behalf of ~11,000 clients across PMS, AIF, and advisory platforms.Job SummaryWe are seeking an experienced Equity Dealer to join our team. The successful candidate will be responsible for dealing in...

  • Strategic Business Growth Specialist

    7 days ago

    Chennai, Tamil Nadu, India International Advisory Council Full time

    Company OverviewThe International Advisory Council is a leading organization in global business development, providing expert advice to international clients. Our team of experienced professionals works closely with clients to identify new opportunities and drive growth.

  • Strategic Consulting Professional

    6 days ago

    Chennai, Tamil Nadu, India Frost and Sullivan Full time

    Frost & Sullivan's Business & Financial Services (BFS) team drives consulting and partnership arrangements with the financial services community, managing all relationships with leading customers. Our team serves these clients in aspects of proprietary research, due diligence, idea generation, opportunity analysis, market monitoring, financial modeling,...

  • Senior Investment Management Professional

    1 day ago

    Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full time

    Investment Management Expertise:As an Equity Dealer and Portfolio Manager at Unifi Capital, you will be responsible for managing client portfolios and executing trades. You will work closely with our team to ensure timely order placement and smooth settlement of trade. Your expertise will help us deliver high-quality investment solutions to our...

  • Marketing Director

    6 days ago

    Chennai, Tamil Nadu, India DVS Advisory Group Full time

    **Job Overview**DVS Advisory Group is seeking a seasoned marketing professional to lead our brand strategy and drive growth. As the Head of Marketing and Communications, DVS, you will be responsible for developing and executing comprehensive marketing plans, managing communications, and enhancing brand presence.The ideal candidate will have 12+ years of...

  • Strategic Talent Acquisition Professional

    4 days ago

    Chennai, Tamil Nadu, India CohnReznick Full time

    About CohnReznick:We are a leading professional services firm providing tax, audit, and advisory services to a diverse client base. Our team of experts is dedicated to delivering exceptional results and building lasting relationships with our clients.Job Summary:We are seeking an experienced Strategic Talent Acquisition Professional to join our team. This...

  • Senior Consultant

    4 days ago

    Chennai, Tamil Nadu, India CohnReznick Professional Services Pvt Ltd Full time

    Job DescriptionType: ExperiencedPosting Title: Senior ConsultantDepartment: Client Advisory ServicesPosition Summary:CohnReznick currently has an exciting career opportunity with the Client Advisory Services team. We are looking for a Senior Consultants to join our team.The Client Advisory Services team is a rapidly growing team, where we partner with our...

  • Senior Consultant

    14 hours ago

    Chennai, Tamil Nadu, India CohnReznick Professional Services Pvt Ltd Full time

    Type: ExperiencedPosting Title: Senior ConsultantDepartment: Client Advisory ServicesPosition Summary:CohnReznick currently has an exciting career opportunity with the Client Advisory Services team. We are looking for a Senior Consultants to join our team.The Client Advisory Services team is a rapidly growing team, where we partner with our clients to...

Investment Advisory Professional

2 weeks ago

Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full time

Responsibilities:

  • Advising HNI & Retail clients on Equity, Derivatives, and Currency Markets
  • Creation of revenue & Activation of clients through effective Advisory
  • Cross-selling of other products like Mutual fund, Bonds, PMS, Insurance
  • Handling Queries & complains of client's & solving it within TAT
  • Acquiring new clients & retaining the old clients by periodic meetings
  • Profiling clients by conducting in-depth review of client's financial requirements, analyzing information & recommending portfolios