Equity Advisor

We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.Job location-Bengaluru,Chennai,Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, has evolved into a leading comprehensive financial services provider. Offering diverse solutions such as...

**Retail Broking Department** **Position: Equity Advisor/Dealer** **1) **Principal Accountabilities**: - Receiving calls - Online Dealing - Buying & Selling of shares - Confirmation & execution of orders - Promoting financial products - Ability to understand the online trading platform **2) **Technical /Specialist Skills & Knowledge Expected For This...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services- AUM product penetration 3. Cross selling of third party investment products( Insurance, MF, PMS, SIP's, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 4. New Client Acquisition & retention 5....

**ADVISORS** - **Job description**:_ 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification **RELATIONSHIP MANAGERS**: - **Job description**:_ 2. **Responsible for generating revenue from...

We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team. **who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes** **who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs** - **Goal Based Financial...

Job Description - Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...

Acquiring Large Trader Clients with high margin - Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities - Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds - Day to day coordination with...

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....