Relationship Manager-PCG-Advisory

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

Job summary

Chola Securities is hiring a Relationship Manager-PCG-Advisory to serve high-net-worth and institutional clients across Chennai, Bangalore, Hyderabad, Kolkata, and Delhi. You will execute trades, deliver personalized research advisory, and actively promote third-party investment products while building a balanced and profitable client book.

The role requires strong client engagement, meeting portfolios reviews, acquiring new clients, and nurturing long-term relationships.

Qualifications

• Experience in managing client relationships in financial services.
• Ability to provide tailored investment advice.
• Proven track record in cross-selling financial products.

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, PMS, SIP, AIF, Bonds, Fixed Deposits, Unlisted Shares
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance.

Skills

Relationship management

Financial advisory

Sales & cross-selling

Client acquisition

Portfolio review

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.