Job Description Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Advisor-PCG Roles and Responsibilities: • Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). • Acquire new clients while maintaining and nurturing long-term relationships with existing clients. • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: • Educational Qualification: Graduate/Postgraduate degree required. • Experience: Minimum 2 years of overall experience. • Hands-on experience in broking with a strong understanding of financial products and market trends. • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. • Certification: NISM Series VA & VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and sales target achievement. • Prior experience in the broking industry is a must.
Job Title
Chola Securities - PCG EQUITY ADVISOR