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Urgent! Client Advisor-Private Client Group Job Opening In New Delhi – Now Hiring Chola Securities
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi
Designation: Equity Advisor
Vertical: Private Client Group
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: Postgraduate degree required.
- Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
- 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 VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and sales target achievement.
- Prior experience in the broking industry is a must.
About Murugappa:
Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates.
The Group has 28 businesses including nine listed Companies traded in NSE & BSE.
Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd.
If your profile matches the above requirement, please share your updated CV to
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Unlock Your Client Advisor Potential: Insight & Career Growth Guide
Real-time Client Advisor Jobs Trends in New Delhi, India (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Client Advisor in New Delhi, India using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 23578 jobs in India and 1238 jobs in New Delhi. This comprehensive analysis highlights market share and opportunities for professionals in Client Advisor roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Chola Securities is currently hiring and seeking a Client Advisor Private Client Group to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Client Advisor Private Client Group Jobs New Delhi.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Chola Securities adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Client Advisor Private Client Group Jobs India varies, but the pay scale is rated "Standard" in New Delhi. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Client Advisor Private Client Group typically include Prb and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Before the Interview:To prepare for your Client Advisor Private Client Group interview at Chola Securities, research the company, understand the job requirements, and practice common interview questions.
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