Chola Securities- RM Advisor (Tech lead)

Location: Chennai, Bangalore, Hyderabad

Designation: RM Advisor(Tech lead)

Minimum 6-8 years of experience in advisory and minimum 2 years of team handling experience

Roles and Responsibilities:

• Primarily responsible for managing the team and also responsible
for generating revenue across all products (trading, investing,
TPP) and business development, through unbiased, providing
high-quality investments advisory to HNI or Retail Clients.

• Building the team- Motivating, mentoring and guiding the team.
Creating the business plan and help the team to achieve it.
• To acquire and build relations with HNI, Retail and corporate
customers.

• To provide end to end service relations to existing customers
relationship on a proactive manner.

• To educate all segments of customers with various investments
avenues available and to provide high quality advise to them on
their asset’s allocation.

• To develop new customer & business relationships for the
company. Service and manage existing relationships. A
combination of which leads to greater revenue generation,
profitability, customer goodwill and market visibility.

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 Retail 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.