Equity Advisor

7 hours ago


Chennai, Tamil Nadu, India Chola Securities Full time

Company Description

Chola Securities, a fully owned subsidiary of Cholamandalam Investment and Finance Company Limited (part of the Murugappa Group), is a trusted broking and distribution company with nearly 29 years of experience. Established in 1994, Chola Securities provides investment solutions to individual clients and equity advisory services to institutional investors. As a member of the Bombay Stock Exchange and National Stock Exchange of India, the company has a strong reputation for delivering high-quality, personalized investment services. Its dedicated team of professionals focuses on creating customized solutions to meet the unique financial goals of its diverse client base.

Role Description

This is a full-time, on-site role for an Equity Advisor, based in Chennai. The Equity Advisor will be responsible for assisting clients in managing their equity investments by providing strategic advice and portfolio management services. The role involves understanding clients' financial goals, staying up-to-date with market trends, and delivering tailored investment recommendations. The Equity Advisor will also handle customer queries, provide high-quality service, and enhance client satisfaction.

Qualifications

  • Strong proficiency in Customer Service and the ability to effectively address client needs and concerns
  • Knowledge and experience in Investments and Finance, with an understanding of financial markets and instruments
  • Skills in Sales with a focus on building long-term client relationships
  • Expertise in Portfolio Management, including risk assessment and developing investment strategies
  • Excellent communication, analytical thinking, and problem-solving abilities
  • Proficiency in financial tools and technology is a plus
  • Relevant certifications in finance, investment, or related fields are advantageous

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