Relationship Manager-Pcg-Advisory (Secunderabad)

Relationship Manager-Pcg-Advisory (Secunderabad)

31 Jul
|
Chola Securities
|
Secunderabad

31 Jul

Chola Securities

Secunderabad

Job DescriptionJob Title: Relationship Manager-PCG-Advisory

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

NKey Responsibilities:

N

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

nIf your profile matches the above requirement, please share your updated CV to [email protected]

📌 Relationship Manager-Pcg-Advisory (Secunderabad)
🏢 Chola Securities
📍 Secunderabad

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