Equity Portfolio Manager
6 days ago
About the Role
Cholamandalam Securities Limited is seeking a highly skilled and experienced Equity Advisor to join our team. The successful candidate will provide exceptional advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets.
The key responsibilities of this role include:
- Advising HNI & Retail clients on Equity, Derivatives, and Currency Markets
- Cross-selling of other products like Mutual Funds, Bonds, PMS, and Insurance
- Handling client queries and complaints and resolving them within a timely manner
- Acquiring new clients and retaining old clients through periodic meetings
- Profiling clients by conducting an in-depth review of their financial requirements, analyzing information, and recommending portfolios
Requirements
To be successful in this role, you will need:
- A Graduate/Post-Graduate degree in Finance or a related field
- Minimum 1 year of experience as an advisor – Equity Dealing
- NISM Certification
- Excellent communication and interpersonal skills for building client relationships
- Proficiency in Market Research and Analysis to identify potential clients and opportunities
-
Equity Advisor
2 weeks ago
Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full timeAbout our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...
-
Equity Advisor
1 week ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeJob DescriptionJob Summary:We are hiring dynamic & resilient individuals for our Equity Advisory Team.The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as...
-
Equity Advisor
7 days ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeJob Summary: We are hiring dynamic & resilient individuals for our Equity Advisory Team. The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds,...
-
Equity Advisor
6 days ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeJob Summary: We are seeking dynamic and resilient individuals for our Equity Advisory Team. The successful candidate will provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as Mutual...
-
Equity Market Consultant
4 days ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeAbout the RoleWe are seeking a skilled Equity Advisor to join our dynamic team. The successful candidate will be responsible for advising high net worth individuals and retail clients on equity, derivatives, and currency markets. Key responsibilities include:Providing expert advice on investment opportunities and risk management strategiesCreating revenue...
-
Equity Market Specialist
3 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeKey ResponsibilitiesThe Equity Dealer will be responsible for dealing in equity and derivatives, overseeing securities transactions, and ensuring compliance with regulatory requirements. Some key responsibilities include:Managing equity and derivatives trading activitiesOverseeing overseas securities dealingsOptimizing costs and risk by selecting and...
-
Equity Advisory Specialist
5 days ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeRole OverviewWe are seeking a dynamic and experienced professional to join our Equity Advisory Team as a Client Advisor. The ideal candidate will be responsible for advising clients on various investment options and generating revenue through effective advisory and cross-selling products such as mutual funds, insurance, and PMS.The successful candidate will...
-
Vice President- Private Equity
4 weeks ago
Chennai, Tamil Nadu, India Michael Page Full timeOpportunity to work with a leading domestic private equity fund Competitive package About Our Client - The private equity fund is a leading domestic fund primarily concentrating on the FS/ Fin-tech space and allied sectors - Established by a third-generation entrepreneur from a well-known family, the fund boasts a robust investment team with a...
-
Unifi Capital – Equity Dealer
4 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeJob Description Overview The Equity Dealer will be responsible for dealing in equity and derivatives, overseas securities, and ensuring compliance with regulatory requirements and internal policies. Key Responsibilities: Dealing in Equity and Derivatives Segment Dealing in Overseas Securities Optimizing cost and risk by empanelling and diversifying trade...
-
Unifi Capital Equity Trader
4 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeJob SummaryAs an Equity Dealer at Unifi Capital Pvt Ltd, you will be responsible for dealing in equity and derivatives, overseeing securities transactions, and ensuring compliance with regulatory requirements. Key Responsibilities:Manage equity and derivatives trading activitiesOversee overseas securities dealingsOptimize costs and risk by selecting and...
-
Financial Portfolio Manager
6 days ago
Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full timeAbout UsCholamandalam Securities Limited is a leading financial services company that offers a wide range of investment products to its clients. Our Equity Advisory Team is responsible for providing expert advice to high net worth individuals and ultra high net worth clients on equity, derivatives, currency, and commodity markets.
-
Unifi Capital – Equity Dealer
5 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeUnifi Capital – Equity DealerGroup Profile:Unifi Capital is a 24-year-old investment management firm managing assets over INR 27,000 Cr on behalf of ~11,000 clients across PMS, AIF, and advisory platforms.Key responsibilities include:- Dealing in Equity and Derivatives Segment.- Dealing in Overseas Securities.- Constantly work towards getting the best...
-
Unifi Capital Equity Trader
5 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeJob OverviewWe are seeking an experienced 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 communication skills, attention to detail, and the ability to work under pressure.About UsUnifi Capital is a...
-
Equity Dealer for Investment Management
5 days ago
Chennai, Tamil Nadu, India Unifi Capital Pvt Ltd. Full timeJoin 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...
-
Portfolio Performance Manager
5 days ago
Chennai, Tamil Nadu, India HDFC securities Full timeIn this key role at HDFC Securities, you will serve as a Portfolio Performance Manager, responsible for providing daily stock movement updates to customers utilizing research insights.Key ResponsibilitiesAchieve Target Revenue by Generating Brokerage through DealingMaximize Revenue through Third-Party Products, including Insurance and Mutual FundsCompliance...
-
Sales and Portfolio Manager
19 hours ago
Chennai, Tamil Nadu, India idfc first bank Full timeJob SummaryWe are seeking an experienced Sales and Portfolio Manager to join our team at IDFC First Bank. As a key member of our retail lending business, you will be responsible for sourcing loans from the market, managing a portfolio, and ensuring adherence to risk management policies.Key ResponsibilitiesSourcing and managing channels from the market and...
-
CASA Portfolio Manager
2 days ago
Chennai, Tamil Nadu, India Bluejay Worktech Private Limited Full timeBluejay Worktech Private Limited is seeking a skilled CASA Portfolio Manager to join our team. The successful candidate will be responsible for managing and growing client relationships within the Current Account and Savings Account segment.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs.Manage...
-
Journal Portfolio Manager
4 days ago
Chennai, Tamil Nadu, India Academic Press Elsevier Full timeWe are looking for a skilled Journal Portfolio Manager to manage the operational process for a portfolio of academic journals. As part of our team, you will collaborate with a large team of Journal Managers to ensure the smooth operation of our end-to-end workflows.The successful candidate will be responsible for keeping datasets up-to-date, ensuring correct...
-
Leasing Portfolio Manager
5 days ago
Chennai, Tamil Nadu, India The Management Recruitment Group (MRG) Full timeWe are looking for an experienced Leasing Portfolio Manager to join our team in Chennai.About the Role:Oversee the leasing process for industrial and warehousing properties, ensuring timely completion of deals.Develop and maintain relationships with clients, channel partners, and internal stakeholders.Analyse market trends and identify opportunities to...
-
Financial Portfolio Manager
2 days ago
Chennai, Tamil Nadu, India idfc first bank Full timeJob OverviewCredit risk management is a critical function in any financial institution, and IDFC FIRST Bank is no exception. As a Debt Recovery Specialist, you will play a pivotal role in identifying and mitigating potential credit risks to ensure the bank's overall financial stability.About the RoleThis position involves managing and overseeing the...