Relationship Manager-PCG-Advisory

Chola Securities · Kolkata, India

Job Title: Relationship Manager-PCG-Advisory

Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi

Key Responsibilities:

1. Execute trades on behalf of clients, aligning with their investment strategies and preferences.
2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book
3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
5. Conduct client meetings to review portfolio performance.

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