Senior Investment Advisor

5 days ago


Kolkata, West Bengal, India Cholamandalam Securities Limited Full time

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



  • Kolkata, West Bengal, India 2coms Full time

    Job OverviewWe are seeking an experienced Corporate Investment Advisor to join our team at 2coms.The ideal candidate will have a proven track record in handling IPO activities and possess excellent skills in preparing Draft Red Herring Prospectus (DRHP), Red Herring Prospectus (RHP), and Prospectus.


  • Kolkata, West Bengal, India 2coms Full time

    Job Title: Corporate Investment Advisor Firm ExecutiveWe are currently seeking a highly skilled and experienced corporate investment advisor firm executive to join our merchant banking team in Mumbai/Kolkata.About the RoleThis is a crucial role that requires an individual with a proven track record of handling IPO activities, proficient in preparing Draft...

  • Senior Legal Advisor

    2 weeks ago


    Kolkata, West Bengal, India Naukripay Full time

    Naukripay is seeking a highly skilled Senior Legal Advisor to join our team. This role involves providing expert legal guidance and support to our organization.About the RoleThe estimated salary for this position is $120,000 - $180,000 per year, depending on experience. As a Senior Legal Advisor at Naukripay, you will be responsible for:Representing Clients:...


  • Kolkata, West Bengal, India BDO in India Full time

    About BDO in IndiaWe are a leading international accounting and advisory firm with a rich blend of experience and expertise. Our focus on delivering exceptional client service is backed by a partner-driven approach to offer tailored solutions ensuring quality excellence & time efficiencies.Our ValuesClient-centricKnowledge-drivenAbout AssuranceOur Assurance...


  • Kolkata, West Bengal, India Teesta Investment Pvt. Ltd. Full time

    Company Overview:Teesta Investment Pvt. Ltd. is a pioneering proprietary trading HFT startup with a global presence in the digital assets market. We operate with exceptional expertise, knowledge, and reach, leveraging our innovative approaches to digital asset trading. Job Description:We are seeking a highly skilled Senior Software Engineer to join our...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our team at Kotak Mahindra Bank. The ideal candidate will have 3-8 years of experience in portfolio management and possess excellent communication and presentation skills.About the RoleThe Senior Portfolio Manager will be responsible for managing clients' assets, identifying their...


  • Kolkata, West Bengal, India Teesta Investment Pvt. Ltd. Full time

    Job Description:We are Teesta Investment Pvt. Ltd., a pioneering proprietary trading HFT startup that trades and market-makes global digital assets in India. Our team leads the market for various financial instruments and digital currencies, operating with exceptional expertise, knowledge, and global reach.The Role:We are seeking a highly skilled Digital...


  • Kolkata, West Bengal, India FinMen Advisors Full time

    Company Overview:We are FinMen Advisors, a leading financial services company based in India. Our mission is to provide innovative solutions for businesses and individuals alike.Salary:The estimated annual salary for this role is ₹40 Lakhs - ₹80 Lakhs, depending on experience.Job Description:This is an exciting opportunity for a Senior Business...


  • Kolkata, West Bengal, India Manu Stock Broking Pvt. Ltd. Full time

    About the Role:We are seeking a highly skilled Investment Research Analyst to join our team at Manu Stock Broking Pvt. Ltd. As a Senior Research Specialist, you will be responsible for conducting in-depth research on Small and Mid-cap companies to identify potential investment opportunities.Key Responsibilities:Conducting extensive research on listed...


  • Kolkata, West Bengal, India Dhanvesttor (Bathwal Corp) Full time

    **About Dhanvesttor (Bathwal Corp)**We are seeking a highly skilled and experienced Senior Portfolio Manager - Fundamental Equity Research Expert to join our team at Dhanvesttor (Bathwal Corp). This is an exceptional opportunity for someone with a passion for investments, intellectual curiosity, and a drive to stay updated on market trends and emerging...


  • Kolkata, West Bengal, India JSW Steel Full time

    Job OverviewWe are seeking a seasoned Finance professional to lead our industrial parks business. The ideal candidate will have 10+ years of finance experience, including expertise in financial modeling, cash flow management, and investment analysis.Key ResponsibilitiesFinancial Planning and BudgetingDevelop, manage, and monitor the financial budget for...


  • Kolkata, West Bengal, India mPokket Financial Services Private Limited Full time

    About mPokketmPokket Financial Services Private Limited is a leading financial services company that offers a range of innovative solutions to its customers. As a Senior Financial Operations Director, you will play a critical role in shaping the company's financial strategy and ensuring the smooth operation of our banking activities.Estimated Salary:...


  • Kolkata, West Bengal, India JSW Steel Full time

    Job DescriptionOverview:We are seeking an experienced Finance Director to lead our industrial parks business in strategic growth and development. The successful candidate will have a strong finance background, with a proven track record in managing financial operations for industrial parks, real estate, or infrastructure development businesses.Salary:The...


  • Kolkata, West Bengal, India FyndBridge Consultants & Advisors Full time

    About the RoleThe Chief Executive Officer (CEO) for Educational Institutions will lead our organization, FyndBridge Consultants & Advisors, in driving strategic growth and development.This senior leadership position requires a strong vision, exceptional leadership skills, and a deep understanding of educational institutions.We are seeking an experienced...


  • Kolkata, West Bengal, India Abbott Full time

    Job DescriptionAt Abbott, we are seeking a highly skilled and experienced Senior Sales Development Manager to join our team. This role is responsible for providing initial training to newly joined field staff in collaboration with Regional Medical Advisors & Business HR.Key Responsibilities:Generate sales force assessment reports in the regionInduction...


  • Kolkata, West Bengal, India Vikram Solar Full time

    About Vikram SolarVikram Solar is a leading solar energy solutions provider seeking a seasoned Senior Fundraising Manager - Financial Strategy to lead our efforts in securing funding for strategic growth initiatives. This role requires a skilled professional with a proven track record in fundraising, investment banking, and financial planning.Job SummaryWe...


  • Kolkata, West Bengal, India StockEdge Full time

    About the RoleWe are seeking a highly skilled Senior Equity Research Analyst to join our team at StockEdge. As a key member of our research department, you will be responsible for initiating and tracking individual stocks through detailed fundamental analysis reports.Key ResponsibilitiesConduct in-depth fundamental analysis of individual stocks to identify...

  • Portfolio Manager

    5 hours ago


    Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full time

    About UsAbakkus Asset Manager Private Limited is a boutique asset manager focused on generating alpha in listed Indian equities. With over INR 32,200 Crs under management (as of 31st August), our team of experienced professionals is dedicated to providing exceptional investment solutions.Job OverviewWe are seeking a highly skilled Portfolio Manager - Wealth...


  • Kolkata, West Bengal, India DBS Bank Full time

    Job DescriptionThis role requires a Senior Officer, Personal Banker to acquire CASA and Salary accounts, as well as cross-sell multiple banking products.About DBS Consumer Banking GroupDBS is the leading bank in Asia, providing financial solutions tailored to our customers' needs at every life stage. Our product range includes deposits, investments,...


  • Kolkata, West Bengal, India Senrysa Technologies Pvt. Full time

    About CompanySenrysa Technologies Limited is a cloud-first tech company that specializes in software and IT solutions. With a 20x growth in the last 10 years and an employee strength of 200+, we have established ourselves as a leader in scalable technology. Our expertise lies in BFSI, Governance, and Retail-tech. We're committed to continuous improvement,...