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