Relationship Manager – Retail Advisory

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

Job summary

Chola Securities Ltd. seeks a Relationship Manager - Retail Advisory to guide clients in securities and capital market products. You will assess suitability, risk, and long‑term portfolio outcomes while ensuring compliance with Indian regulations. The role requires 2–3 years of experience in securities advisory or broking and NISM certifications.

You will acquire new clients, advise on a range of securities, and conduct portfolio reviews, delivering updates and maintaining high ethical standards.

Qualifications

• 2–3 years of experience in securities advisory or broking.
• Strong knowledge of Indian capital markets and products.
• NISM certifications as applicable.

Responsibilities

• Acquisition of new clients with margins.
• Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
• Understand client financial 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 clear market and performance updates.
• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.

Skills

Securities advisory

Client acquisition

Regulatory compliance

Education

NISM certifications

Job description

Job Title: Relationship Manager - Retail Advisory

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:

• Acquisition of new clients with margins.
• Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
• Understand client financial 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 clear market and performance updates.
• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.