Relationship Manager-PCG-Advisory

Chola Securities; New Delhi; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Chola Securities in India is seeking an experienced Relationship Manager-PCG-Advisory to service high-net-worth clients across major metro cities. You will advise on investments and manage portfolios.

You will execute trades, build the MTF book, cross-sell financial products, and nurture client relationships through regular meetings and reviews.

The role requires strong communication, client-focus, and a track record in advisory sales; based in Delhi or other listed cities, with travel as needed.

Qualifications

• Experience in relationship management for high-net-worth clients.
• Proven ability to provide investment advisory and portfolio reviews.
• Demonstrated track record in cross-selling financial products.

Responsibilities

• Execute trades on behalf of clients in line with their strategies.
• Provide research advisory to generate income and grow the MTF book.
• Promote and cross-sell third-party investment products (Insurance, MF, PMS, SIP, AIF, Bonds, FD, Unlisted Shares).
• Acquire new clients while nurturing existing relationships.
• Conduct client meetings to review portfolio performance.

Skills

Client relationship management

Investment advisory

Financial product cross-selling

Portfolio review & analysis

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.