Equity Advisor

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

Equity Advisory RoleChola 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...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Job DescriptionKey Job Responsibilities -1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.2. Generate Cross Sell revenue through Financial Planning.3. Promote Focus Product of the month4. Maintain records of business on internal software.5. Induct new clients to the Central Dealing Desk for...

Job Title: Private Equity Investment ManagerJob Description:We are seeking a seasoned investment professional to join our team as a Private Equity Investment Manager. In this role, you will be responsible for evaluating and executing investments across various sectors.Key Responsibilities:Evaluate investment opportunities and conduct thorough due diligence...

Investment OpportunityWe are seeking a detail-oriented professional to evaluate investment opportunities, support deal execution, and manage portfolio companies. This is a fully remote role offering the opportunity to work closely with senior leadership on cross-border transactions and growth-oriented investments.Key Responsibilities:Investment Evaluation &...

We are seeking a skilled professional to join our team as a Wealth Strategist.The ideal candidate will have a proven track record of building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services. Key responsibilities include client acquisition, portfolio advisory, and relationship...

**Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

Job OpportunityWe are seeking a highly motivated and customer-obsessed professional to enhance our Cloud Architecture & Advisory team. The successful candidate will act as the primary point of contact for customers on technical topics, working closely with internal teams during the sales cycle."> Self-driven individuals who thrive in a fast-paced...

Job Title: Cluster Manager, Partner Franchisee AlliancesWe are seeking an experienced Cluster Manager to lead our team of Key Account Managers (KAMs), Equity RMs Partner Alliances. The ideal candidate will have a proven track record of managing high-performing teams and driving business growth.Lead a team of Key Account Managers (KAMs) and Equity...