Relationship Manager – Retail Advisory

Chola Securities Ltd; Kolkata District; On-site; INR 550,000 - 750,000; Full time

Job summary

Chola Securities Ltd in Kolkata seeks a Relationship Manager - Retail Advisory to advise clients on securities and capital market products, focusing on suitability, risk alignment and long-term portfolio outcomes within regulatory boundaries.

The role requires 2–3 years of experience in securities advisory or broking, NISM certifications, and a client-first mindset with 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.
• High ethical standards and client-first mindset.

Responsibilities

• Acquire new clients with margins.
• Advise on equity, derivatives, mutual funds, bonds and other securities.
• 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

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.