Relationship Manager-PCG-Advisory

Chola Securities Ltd; Hyderabad; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Chola Securities Ltd is hiring a Relationship Manager-PCG-Advisory in Hyderabad to manage client portfolios and execute trades aligned with their investment objectives. You will provide research advisory, promote investment products, acquire new clients, and conduct regular portfolio reviews to strengthen relationships and generate income for the MTF book.

The role demands strong communication, compliance with regulations, and a proactive approach to cross-selling mutual funds, insurance, PMS,

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.

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.