Company Description Chola Securities is a broking company and a subsidiary of Cholamandalam Investment & Finance Company Limited (CIFCL), one of India’s prominent non-banking financial companies. As part of the 125-year-old Murugappa Group, which includes multiple listed entities, Chola Securities is built on a strong legacy of trust and the Five Lights: Integrity, Passion, Quality, Respect, and Responsibility. The organization focuses on delivering comprehensive market analysis, training, and technical support to help clients make informed investment decisions.

With a strong emphasis on rigorous research and advanced technology, Chola Securities tailors solutions to individual financial objectives. Transparency, integrity, and confidentiality are core to its services, all aimed at supporting and safeguarding clients’ financial well-being.

Role Description The Equity Advisor & SALES PCG role is a full-time, in office position based in North Delhi. The role involves advising clients on equity and related investment products, understanding their risk profiles, and recommending suitable portfolio strategies. The advisor will handle day-to-day client interactions, provide high-quality customer service, and ensure timely execution of trades and investment transactions.

Responsibilities include tracking market movements,



preparing basic investment reports or updates, and coordinating with internal teams to deliver seamless service. The role also requires achieving sales and revenue targets, expanding the client base, and promoting Chola Securities’ offerings while adhering to regulatory and company compliance standards.

Qualifications

- Strong customer service skills with a focus on relationship-building and client retention.
- Knowledge of investments and portfolio management, including equity markets and related products.
- Foundational understanding of finance concepts, risk assessment, and financial planning.
- Proven sales skills, including lead generation, negotiation, and closure of investment products.
- Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; relevant certifications (e.g., NISM, NSE/BSE certifications) are an advantage.
- Good analytical and numerical skills, with the ability to interpret market data and communicate insights clearly.
- Effective verbal and written communication skills in English and local languages as needed.
- High level of integrity, adherence to compliance and regulatory requirements, and a client-first mindset.
- Comfort working in a target-driven environment and collaborating with cross-functional teams on-site.

📌 Equity Advisor & SALES PCG (India)
🏢 Chola Securities
📍 India