Chola Securities - PCG TEAM LEADER ADVISORY

Job Description

Private Client Group- Team Leader-Advisory

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

Designation: Team Leader

Roles and Responsibilities:

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.

Preferred Candidate Profile:

Educational Qualification: Graduate/Postgraduate degree required.

Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role.

Minimum 6 months of equity dealing experience 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.