Relationship Manager-PCG-Advisory

Chola Securities; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Chola Securities in Bengaluru is seeking a Relationship Manager-PCG-Advisory to execute client trades, tailor investment guidance, and align with each client’s risk profile across multiple city markets including Chennai, Bangalore, Hyderabad, Kolkata and Delhi.

You will build and nurture long-term client relationships, promote third-party products, acquire new clients, and conduct portfolio reviews to help clients achieve their financial goals.

Responsibilities

• Execute trades on behalf of clients, aligning with their investment strategies.
• Provide research advisory to clients based on the client profile to generate income and build MTF book.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance.

Job description

Job Title: Relationship Manager-PCG-Advisory

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

Key Responsibilities:

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide our research advisory to the clients based on the client profile to generate income and build MTF book
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance.