Job Description
Job Title: Relationship Manager-PCG-Advisory
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Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
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Key Responsibilities:
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- 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 current clients while maintaining and nurturing long-term relationships with existing clients.n
- Conduct client meetings to review portfolio performance.n
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If your profile matches the above requirement, please share your updated CV to
[email protected]
📌 Relationship Manager-PCG-Advisory (Tamil Nadu)
🏢 Chola Securities
📍 Tamil Nadu