Nexthire

Chola Securities- PCG Advisory

full-time•India

Summary

Location

India

Type

full-time

Company links

Website

Explore Jobs

About this role

Job Description

Private Client Group- Equity Advisor

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

Designation: Advisor-PCG/ Team Lead

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: Graduate/Postgraduate degree required.

• Experience: Minimum 2 years of overall experience.

• 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 VA & VIII certification is mandatory.

• Strong expertise in client acquisition, retention strategies, and sales target achievement.

• Prior experience in the broking industry is a must.

Other facts

Tech stack

Equity Advisory,Client Acquisition,Portfolio Management,Investment Strategies,Financial Products,Market Trends,Client Retention,Sales Target Achievement,High Net Worth Individuals,Ultra High Net Worth Individuals,Investment Recommendations,Trade Execution,Third-party Investment Products,Insurance,Mutual Funds,Bonds

About Nexthire

Staffing and Recruiting Firm providing Temporary, Temp-to-Hire, Direct Hire and Payroll Services.

Placement of pre-screened qualified candidates in Administrative, Legal, Accounting, Finance, Human Resources, Medical, Veterinary, IT, Engineering and Technical areas.

Team size: 2-10 employees

Website: https://nexthire.breezy.hr

Industry: Staffing and Recruiting

What you'll do

The role involves executing trades for clients and providing expert advisory services to enhance portfolio growth. Additionally, the advisor will promote and cross-sell various investment products while maintaining client relationships.

Ready to join Nexthire?

Take the next step in your career journey

Frequently Asked Questions

What does a Chola Securities- PCG Advisory do at Nexthire?

As a Chola Securities- PCG Advisory at Nexthire, you will: the role involves executing trades for clients and providing expert advisory services to enhance portfolio growth. Additionally, the advisor will promote and cross-sell various investment products while maintaining client relationships..

Why join Nexthire as a Chola Securities- PCG Advisory?

Nexthire is a leading Staffing and Recruiting company.

Is the Chola Securities- PCG Advisory position at Nexthire remote?

The Chola Securities- PCG Advisory position at Nexthire is based in India, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Chola Securities- PCG Advisory position at Nexthire?

You can apply for the Chola Securities- PCG Advisory position at Nexthire directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Nexthire on their website.