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). • Acquir