Relationship Manager-PCG-Advisory

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

Job summary

Chola Securities Ltd invites a Relationship Manager-PCG-Advisory to join its advisory team in Delhi. This role focuses on delivering tailored client advice, executing trades, and building the MTF book while expanding the client network.

The candidate should adeptly review portfolios with clients, provide market insights, and promote a range of investment products to meet income and growth objectives.

Qualifications

• Strong client relationship and advisory skills.
• Ability to analyze portfolios and align with client goals.
• Adept at cross-selling financial products and services.

Responsibilities

• Execute trades on behalf of clients per their strategies.
• Provide research advisory based on client profiles to grow income.
• Promote and cross-sell investment products including MF, bonds, FD, etc.
• Acquire new clients while nurturing existing relationships.
• Meet clients to review portfolio performance.

Skills

Relationship Management

Portfolio Review

Client Acquisition

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.