Relationship Manager-PCG-Advisory
Chola Securities · Chennai, India
FULL TIMEfulltime
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.
If your profile matches the above requirement, please share your updated CV to
Details
| Company | Chola Securities |
| Location | Chennai, India |
| Type | FULL TIME |
| Niche | general |
| Experience | fulltime |