Chola Securities- PCG Advisory

Job Description

Private Client Group- Equity Advisor

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

Designation: Advisor-PCG/ Team Lead

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.