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 recent 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 robust 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.
Robust expertise in client acquisition, retention strategies, and sales target achievement.
Prior experience in the broking industry is a must.

📌 Chola Securities Pcg Equity Advisor Delhi
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📍 Delhi