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Retail- RM Advisor

Retail- RM Advisor

Chola

2 - 6 years

5 - 10 Lacs

Chennai Coimbatore Bengaluru

Posted:1 week ago| Platform:

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Skills Required

Equity Market Knowledge Financial Product Expertise Trading & Execution NISM 8 certified

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Work from Office

Job Type

Full Time

Job Description

Designation: RM Advisor 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.

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Chola

www.cholamandalam.com

Financial Services

Chennai Tamil Nadu

10001 Employees

47 Jobs

Key People

Mr. R. Vijaya Kumar

Managing Director
Ms. Priya Sundaram

Chief Financial Officer
Mr. Arjun Rao

Chief Technology Officer

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