Equity Advisor

21 hours ago

Mumbai, India Chola Securities Full time

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles and Responsibilities:- Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.- Cross-sell investment products such as Insurance, Mutual Funds (MF), 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.- Ensure timely collection of margins and market-to-market losses.Preferred Candidate Profile:- 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.If your profile matches the above requirement, please share your updated CV to

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