Senior Investment Advisor
5 days ago
About the Opportunity
Cholamandalam Securities Limited is seeking a skilled Senior Investment Advisor to join its dynamic Equity Advisory Team.
This is an exciting opportunity for experienced professionals who are passionate about delivering exceptional advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.
The successful candidate will be responsible for providing personalized investment advice, creating revenue, and activating clients through effective cross-selling of Mutual Funds, Insurance, and PMS. They will also be required to acquire new clients, retain existing ones, and address their complaints and queries.
Responsibilities
- Providing expert investment advice to Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Crafting tailored investment solutions to create revenue and activate clients.
- Cross-selling of other products like Mutual fund, PMS, Insurance to enhance client portfolios.
- 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, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Requirements
- MBA/ PGDM/ Post Graduate degree in Finance or related field.
- NISM/NCFM certificate or equivalent certification relevant to stock markets.
- Minimum 2 years 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.
About Us
Cholamandalam Securities Limited is part of the INR 369 Billion Murugappa Group, one of India's leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Our team is dedicated to providing exceptional services to our clients and stakeholders.
Earned Salary: ₹10-15 Lakhs per annum
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