PCG – Equity Advisory - West Job in Pune at Cholamandalam Securities

Job Description:

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Qualification & Skills:

• We are hiring dynamic & resilient individuals for our Equity Advisory Team.
• The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets. 
• Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries.
• Additionally, client profiling is an integral part.

We are a proud member of both Bombay Stock Exchange Limited and National Stock Exchange of India Limited. Since our establishment in the year 1994, we have been committed to providing high-quality investment services that are designed to meet the unique needs of our clients. Our team of experienced professionals is dedicated to delivering personalized investment solutions that align with our clients' long-term financial goals.