Relationship Manager – Retail Advisory

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

Job summary

Chola Securities Ltd in India is seeking a Relationship Manager – Retail Advisory to guide clients on securities and capital market products, with a focus on suitability, risk alignment and long-term portfolio outcomes.

Ideal candidates have 2–3 years of relevant experience in securities advisory or broking, strong knowledge of Indian capital markets, NISM certifications as applicable, and a client-first mindset with high ethical standards.

Qualifications

• 2–3 years of securities advisory or broking experience.
• Knowledge of Indian capital markets and products.
• NISM certifications as applicable.
• High ethical standards and client-first mindset.

Responsibilities

• Acquire new clients with margins.
• Advise clients on equity, derivatives, mutual funds, bonds and other securities products.
• Understand client goals, risk profile, and investment horizon before recommendations.
• Execute trades and portfolio actions based on advisory strategy and market conditions.
• Conduct regular portfolio reviews and provide market and performance updates.
• Ensure adherence to SEBI regulations and internal policies.

Skills

Securities advisory

Client relationship management

Regulatory compliance

Job description

Job Title: Relationship Manager – Retail Advisory

Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi

Role Summary:

You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities advisory or broking. Strong knowledge of Indian capital markets and products. NISM certifications as applicable. High ethical standards and client-first mindset.

Key Responsibilities:

1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
3. Understand client financial goals, risk profile, and investment horizon before recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.