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. N
- Provide our research advisory to the clients based on the client profile to generate income and build MTF book N
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares N
- 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 (Karnataka)
🏢 Chola Securities
📍 Karnataka