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 current 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 [email protected]
📌 Relationship Supervisor (Hyderabad)
🏢 Chola Securities
📍 Hyderabad
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