C
Posted 20 hours ago
Equity Advisor
Chola Securities
Requirements
Graduate or Postgraduate degree, Minimum 2 years experience, Broking industry experience, NISM Series VA & VIII certification, HNI/UHNI client management
Skills
Finance
About the role
Responsibilities
- Execute trades on behalf of clients aligned with investment strategies
- Provide advisory services to enhance portfolio growth and AUM penetration
- Promote and cross-sell products including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, and Fixed Deposits
- Acquire new clients and nurture long-term relationships with existing ones
- Conduct client meetings to review portfolio performance and provide recommendations
Requirements
- Graduate or Postgraduate degree
- Minimum 2 years of overall experience
- Hands-on experience in broking with understanding of financial products
- Proven track record managing HNI and UHNI clients
- Mandatory NISM Series VA & VIII certification
- Expertise in client acquisition and sales target achievement
- Prior experience in the broking industry is required
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Chola Securities · Kolkata