Equity Advisor

20 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

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