06 Aug
|
Chola Securities
|
Chennai
06 Aug
Chola Securities
Chennai
- Develop and maintain solid relationships with clients to understand their financial goals and provide tailored investment advice.
- Conduct thorough analysis of client portfolios to identify areas of improvement and provide recommendations for optimization.
- Collaborate with internal teams to develop and implement effective investment strategies for clients.
- Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally.
- Stay up-to-date with market trends and regulatory changes to ensure accurate and informed advice.
- Identify new business opportunities and grow existing relationships through proactive sales efforts.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Relationship Manager Retail Advisory (Chennai)
🏢 Chola Securities
📍 Chennai