Relationship Manager-PCG-Advisory

Chola Securities Ltd; Chennai District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Chola Securities Ltd seeks a Relationship Manager-PCG-Advisory to execute client trades and provide tailored investment guidance. You will build and maintain relationships, promote a range of investment products, and meet revenue and advisory targets.

The role requires strong client-facing skills, a proactive approach to cross-selling, and regular portfolio reviews with clients to optimize performance.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Strong communication and interpersonal skills to manage client relationships.
• Understanding of investment products and advisory services.
• Ability to meet sales targets and cross-sell products.

Responsibilities

• Execute trades on behalf of clients in line with their strategies.
• Provide research advisory based on client profile to generate income.
• Promote and cross-sell third-party investment products including MF, PMS, SIP, AIF, bonds, FD, unlisted shares.
• Acquire new clients and nurture existing client relationships.
• Conduct client meetings to review portfolio performance.

Skills

Relationship management

Client acquisition

Investment advisory

Sales cross-selling

Portfolio review

CRM software

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Job description

Job Title: Relationship Manager-PCG-Advisory

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.