Relationship Manager-PCG-Advisory

Chola Securities Ltd; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Chola Securities Ltd in Bengaluru seeks investment professionals to execute client trades aligned with strategies and preferences, and to provide research advisory to grow the MTF book. The role involves promoting third-party products and acquiring new clients while sustaining long‑term relationships with existing ones, including regular client meetings to review portfolios.

Ideal candidates possess strong client-facing skills and a track record in financial trading, advisory services, and

Responsibilities

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide research advisory to clients based on client profile to generate income and build MTF book.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, 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

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.