Designation: RM Advisor Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Show more Show less

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

About the role: We need energetic and vibrant candidates to build our institutional business. The main objective is to build team, add new customers, service with our research ideas, technology and seamless accurate execution of trades. Position Title: Sales Dealer Department/Team: Dealing - Institution Location: Mumbai / Chennai Key Responsibilities: Executing of Trades for the clients on Equity, Derivatives & currency Markets. Activation & Revenue Generation of clients. Should Well versed in front end software (ODIN/ Bloomberg, Algos) Should be well versed in backend Software (STP and Speed) for confirming the trades. Periodic Updates about research inputs to our customers Monitoring the client positions and update periodically. Qualification: Education/Certifications: Graduate/ Postgraduate Preferred Qualifications: Certification in NISM/NCFM Required Skills and Experience: 2-3 years of experience as Sales Dealer or a similar role in broking, AMC, mutual fund company. Strong interpersonal and communication skills to activate new clients and generate revenue. To execute trades for clients across equity, derivatives, and currency markets with accuracy and efficiency. Well-versed in using front-end trading software such as ODIN, Bloomberg, and algorithmic trading platforms for order placement and management. Familiarity with backend software systems for Straight-Through Processing (STP) and speed optimization to confirm trades swiftly and securely. Capable of monitoring client position and be committed to provide periodic updates to clients regarding research inputs, market trends, and investment opportunities to facilitate informed decision-making. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

About the role: We need energetic and vibrant candidates to build our institutional business. The main objective is to build team, add new customers, service with our research ideas, technology and seamless accurate execution of trades. Position Title: Sales Dealer Department/Team: Dealing - Institution Location: Mumbai / Chennai Key Responsibilities: Executing of Trades for the clients on Equity, Derivatives & currency Markets. Activation & Revenue Generation of clients. Should Well versed in front end software (ODIN/ Bloomberg, Algos) Should be well versed in backend Software (STP and Speed) for confirming the trades. Periodic Updates about research inputs to our customers Monitoring the client positions and update periodically. Qualification: Education/Certifications: Graduate/ Postgraduate Preferred Qualifications: Certification in NISM/NCFM Required Skills and Experience: 2-3 years of experience as Sales Dealer or a similar role in broking, AMC, mutual fund company. Strong interpersonal and communication skills to activate new clients and generate revenue. To execute trades for clients across equity, derivatives, and currency markets with accuracy and efficiency. Well-versed in using front-end trading software such as ODIN, Bloomberg, and algorithmic trading platforms for order placement and management. Familiarity with backend software systems for Straight-Through Processing (STP) and speed optimization to confirm trades swiftly and securely. Capable of monitoring client position and be committed to provide periodic updates to clients regarding research inputs, market trends, and investment opportunities to facilitate informed decision-making. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com Show more Show less

Key Purpose: To perform in-depth analysis of specific companies or sectors within the stock market, industry trends, and market conditions. The primary goal is to provide investment recommendations and insights to Retail & Institutional Investors. The role involves conducting Technical & Derivatives Research, generating reports, and making informed forecasts to assist clients or internal stakeholders in making sound investment decisions within the Equity Markets. Responsibilities: Perform daily technical analysis of major indexes such as Nifty & BankNifty to identify trends. Expertise in utilizing technical analysis patterns and indicators for informed market assessments. Develop and backtest trading systems for performance evaluation. Analyze charts to formulate derivative strategies based on open interest and volume trends. Execute live market entry and exit decisions guided by rigorously tested strategies. Produce daily technical and derivative reports for internal and external dissemination. Conduct daily briefings on technical and derivative trends for the sales team. Prepare weekly technical reports for individual stocks, assessing their market performance. Create hedging options strategies to mitigate risk exposure. Provide daily Management Information System (MIS) updates on market insights and trends. Proficiency in algorithm development and coding skills is advantageous. Qualifications: MBA / PG degree with NISM Certification (Research Analyst) Expertise with Excel, and PowerPoint Experience: 3 to 5 Years

About the role: As an Equity Analyst, you will conduct in-depth industry and company research, come up with company valuations and produce detailed coverage along with quarterly updates. You will also be responsible for any company specific updates, engage with management, attend industry conferences, and maintain a comprehensive research database. Your insights and reports will be crucial in guiding investment decisions and strategies. Position Title: Fundamental Equity Analyst Department/Team: Research Location: Mumbai Key Responsibilities: Conduct in-depth research on industries and companies, focusing on investment opportunities and risks. Use various valuation techniques to assess company stock value. Write detailed coverage reports reflecting a comprehensive understanding of the company and industry. Produce quarterly reports covering quarterly results (preview & review), as well as company-specific updates on a monthly basis. Attend management meetings, industry conferences, and company conference calls for updates and insights. Maintain a comprehensive database of all research data and information used in published reports. Lead sector-specific analysis, identifying key trends, risks, and opportunities. Additional Responsibilities: Lead sector analyst with at least 5 years of experience as a fundamental analyst in the domain sector Must have led at least 3 Initiating Coverage reports on specific companies (as a lead analyst, not as an associate). Proactively maintain and update coverage on priority sectors, including Banking, Capital Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age technology. Education/ Qualification: CA / MBA Preferred Certification: Relevant certification in NISM Required Skills and Experience: Proven experience in leading initiating coverage reports for companies (at least 3). Strong sector expertise in priority sectors such as Banking, Capital Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age Technology. Ability to build and maintain strong, trust-based relationships with clients. Excellent communication and interpersonal skills. Experience working with smaller Broking firms.

Position: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio performance. The candidate will play a key role in client engagement, revenue generation, and trading strategy execution through strong market insights and relationship management. The ideal candidate will have experience in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products. This role requires excellent communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth. To trade on behalf of customers with their consent in Equity & Derivative segments. Manage client’s day-to-day trades & investments. Speak to mapped clients regularly & pass on our technical as well fundamental research ideas. Ensure activation of mapped clients. Ensure to achieve laid down revenue/brokerage target. Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same. Key Skills & Requirements: Minimum 1 year in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to support and collaborate with partners to drive client trading activity. Willingness to stay updated on capital markets, investment trends, and trading strategies. Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

Position: Channel Manager / BDM- Partner Alliances Location: Kolkata, Mumbai, Delhi, Hyderabad and Bangalore Experience: Minimum 1-5 years in a similar role Job Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners. The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets. Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the distributors. Help distributors on joint calls. Key Skills & Requirements: Minimum 1 year in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to engage, and support partners effectively. Willingness to continuously update knowledge on capital markets and investment trends. Goal-driven, with a passion for achieving and exceeding sales targets.

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group 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 new 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: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong 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 VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com

As an Equity Analyst, you will conduct in-depth research on industries and companies, focusing on investment opportunities and risks. Utilizing various valuation techniques, you will assess company stock value and produce detailed coverage reports reflecting a comprehensive understanding of the company and industry. Your responsibilities will include generating quarterly reports covering quarterly results (preview & review) and monthly company-specific updates. Additionally, you will attend management meetings, industry conferences, and company conference calls to gather insights and updates. Maintaining a comprehensive database of all research data and information used in published reports is essential. Leading sector-specific analysis, you will identify key trends, risks, and opportunities crucial for guiding investment decisions and strategies. The position title for this role is Fundamental Equity Analyst within the Research department/team based in Mumbai. Key Responsibilities: - Conduct in-depth research on industries and companies, focusing on investment opportunities and risks. - Use various valuation techniques to assess company stock value. - Write detailed coverage reports reflecting a comprehensive understanding of the company and industry. - Produce quarterly reports covering quarterly results (preview & review), as well as company-specific updates on a monthly basis. - Attend management meetings, industry conferences, and company conference calls for updates and insights. - Maintain a comprehensive database of all research data and information used in published reports. - Lead sector-specific analysis, identifying key trends, risks, and opportunities. Additional Responsibilities: - Lead sector analyst with at least 5 years of experience as a fundamental analyst in the domain sector. - Must have led at least 3 Initiating Coverage reports on specific companies (as a lead analyst, not as an associate). - Proactively maintain and update coverage on priority sectors, including Banking, Capital Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age technology. Education/Qualification required for this role is CA/MBA with a preferred certification in relevant NISM. Required Skills and Experience: - Proven experience in leading initiating coverage reports for companies (at least 3). - Strong sector expertise in priority sectors such as Banking, Capital Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age Technology. - Ability to build and maintain strong, trust-based relationships with clients. - Excellent communication and interpersonal skills. - Experience working with smaller Broking firms.,

Company Description Chola Securities, a 100% subsidiary of Cholamandalam Investment and Finance Company Limited (A Murugappa Group Company), is a leading broking and distribution company. Established in 1994, the company provides investment solutions to individual clients and equity advisory services to institutional investors. As a member of the Bombay Stock Exchange Limited and National Stock Exchange of India Limited, Chola Securities boasts nearly 29 years of expertise. Our experienced team is dedicated to delivering personalized investment solutions that align with our clients' long-term financial goals. Role Description This is a full-time on-site role for a Relationship Manager (RM) located in Chennai. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and investment solutions, reviewing client portfolios, and offering timely and accurate market updates. Additionally, the RM will be expected to meet sales targets, acquire new clients, and ensure high levels of customer satisfaction through excellent service quality. Qualifications Strong communication and interpersonal skills Financial and market analysis skills Experience with portfolio management and investment advisory Sales and customer service skills Proven ability to work under pressure and achieve targets Familiarity with regulatory requirements and compliance Bachelor's degree in Finance, Economics, Business Administration, or related field CFP, CFA certification is a plus