Chola Securities- RM Advisor

Location: Chennai, Bangalore, Hyderabad

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.

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