Equity Portfolio Manager

6 days ago


Chennai, Tamil Nadu, India Cholamandalam Securities Limited Full time

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

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