Equity Advisor

5 hours ago

Bengaluru, Karnataka, India V4U HR SOLUTIONS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.

Job location-Bengaluru,Chennai,

Company Description

Cholamandalam 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 vehicle finance, home loans, SME loans, and loan against property, Chola serves over 42.9 lakh customers nationwide through its 1,500+ branches and has Assets Under Management (AUM) exceeding Rs. 1.77 lakh crore. Driven by integrity, ethical values, and a sense of responsibility, Chola aims to create sustainable value for customers, employees, shareholders, and communities, fostering growth and empowerment for all stakeholders.

Role Description

This is a full-time, on-site role for an Equity Advisor located in Bengaluru. The Equity Advisor will be responsible for providing tailored investment advice to clients, managing their investment portfolios, and ensuring that clients are satisfied with their service. Day-to-day tasks include assessing clients' financial needs, recommending suitable investment options, conducting financial analysis, staying updated with market trends, and adhering to regulatory requirements. The Equity Advisor will also play a key role in driving sales and maintaining strong customer relationships.

Qualifications

  • Customer Service and Sales skills
  • Expertise in Investments, Finance, and Portfolio Management
  • Strong analytical and financial analysis skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Experience in the financial services industry is a plus

  • Equity Advisor

    6 days ago

    Bengaluru, Karnataka, India Waksugo Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Seeking a skilled **Equity Advisor** to execute trades, manage client portfolios, and provide investment advice. Must know **capital markets, derivatives, trading platforms, and SEBI norms** with strong communication and client service skills. Required Candidate profileStrong knowledge of Equity, Derivatives, and Capital Markets. Proficiency in NSE NOW,...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Global Hr Services Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

  • Financial Advisor

    2 days ago

    Bengaluru, Karnataka, India Geojit Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

  • Advisor, B2B Franchisee Partner Alliance

    6 days ago

    Bengaluru, Karnataka, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

  • Private Equity Intelligence

    2 days ago

    Bengaluru, Karnataka, India Gain Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job description Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories,...

  • Private Equity Intelligence Analyst

    2 days ago

    Bengaluru, Karnataka, India Gain Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job description Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories,...

  • Private Equity Intelligence – News Analyst

    2 days ago

    Bengaluru, Karnataka, India Gain Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job description Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories,...

  • Private Equity Intelligence

    2 days ago

    Bengaluru, Karnataka, India Gain Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

    Job description Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories,...

  • Private Equity Intelligence – News Junior Analyst

    7 hours ago

    Bengaluru, Karnataka, India Gain Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job description Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories,...

  • Inside Sales Executive

    2 weeks ago

    Bengaluru, Karnataka, India Krezig Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    we are looking for a retail sales advisor who can help and assist clients build wealth , smart equity investment u will need to plan and make new and follow up calls to meet your targets knowing about the equity market good at selling is crucial Perks and benefitsfor more info contact Ujjawal