Chief Equity Strategist
9 hours ago
Chola Securities Limited seeks an Equity Advisor to join its team. The ideal candidate will have a postgraduate degree and at least 2 years of experience in equity dealing with an Indian broking firm.
Key Responsibilities:- Activate trading accounts for clients and provide guidance on understanding equity market dynamics.
- Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
- Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
- Drive revenue growth while ensuring client profitability and long-term engagement.
- Provide clients with market insights and investment advisory services based on current financial conditions.
- Acquire new clients through referrals from existing customers.
- Reactivate inactive clients through consistent follow-ups and engagement strategies.
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Must not have any self-trading experience.
- Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
- Prior experience in the broking industry is essential.
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