Job Title: Relationship Manager – Retail Advisory
Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi
Role Summary:
You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities advisory or broking. Solid knowledge of Indian capital markets and products. NISM certifications as applicable. High ethical standards and client-first mindset.
Key Responsibilities:
• Acquisition of new clients with margins.
• Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
• Understand client financial goals, risk profile, and investment horizon before recommendations.
• Execute trades and portfolio actions based on advisory strategy and market conditions.
• Conduct regular portfolio reviews and provide clear market and performance updates.
• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
If your profile matches the above requirement, please share your updated CV to
[email protected]
📌 Relationship Manager – Retail Advisory (Bengaluru)
🏢 Chola Securities
📍 Bengaluru