Relationship Manager-PCG-Advisory

Chola Securities Ltd

Delhi

In loco

INR 600.000 - 1.000.000

Tempo pieno

5 giorni fa

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Descrizione del lavoro

Chola Securities Ltd is seeking a Relationship Manager-PCG-Advisory to manage client portfolios across our Chennai, Bangalore, Hyderabad, Kolkata, and Delhi locations. You will execute trades aligned with client strategies and provide customized research advisory.

The role emphasizes acquiring new clients, nurturing relationships, and promoting third-party investment products including MF, PMS, SIP, AIF, and fixed income options.

Mansioni

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.

Descrizione del lavoro

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.