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
📌 Relationship Manager Pcg Advisory Chennai
🏢 Chola Securities
📍 Chennai
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