Relationship Manager Pcg Advisory Vasanthanagar

Relationship Manager Pcg Advisory Vasanthanagar

13 Aug
|
Chola Securities
|
Vasanthanagar

13 Aug

Chola Securities

Vasanthanagar

Job DescriptionJob Title: Relationship Manager-PCG-Advisory
nLocation: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
nKey Responsibilities:
n
n
Execute trades on behalf 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 bookn
Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Sharesn
Acquire recent clients while maintaining and nurturing long-term relationships with existing clients.n
Conduct client meetings to review portfolio performance.n

nIf your profile matches the above requirement, please share your updated CV to

📌 Relationship Manager Pcg Advisory Vasanthanagar
🏢 Chola Securities
📍 Vasanthanagar

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