Chola Securities - PCG TEAM LEADER ADVISORY

Job Description

Private Client Group- Team Leader-Advisory

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

Designation: Team Leader

Roles and Responsibilities:

• Lead and manage a team of advisory and dealing professionals.

• Build a strong team through referrals and internal hiring, fostering a culture of collaboration

and high performance.

• Execute trades on behalf of clients, aligning with their investment strategies and

preferences.

• Provide expert advisory services, emphasizing Assets Under Management (AUM) product

penetration to enhance client portfolios.

• Actively 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 strengthening 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: 8-9 years of overall experience, with at least 3 years in a team leadership role.

• Minimum 6 months of equity dealing experience 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.