Dealer and Team Leader - PCG

Chola Securities Ltd is now Hiring Dealer and Team Leader - Public Client Group

Desg - Advisor (Dealer) - PCG

      Advisor Team Leader (Dealer) - PCG

CTC - For Advisor upto 10LPA

      TL Advisor upto 11-14 LPA

Roles & Responsibilities

For Advisor 

1. Execute trades on behalf of clients, aligning with their investment strategies and preferences.  

2. 2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book 

3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares 

4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients.  

5. Conduct client meetings to review portfolio performance.

For TL Advisor-

* 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.