Relationship Manager-PCG-Advisory
Cholamandalam Securities · Kolkata · onsite · Posted 50d ago
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About this role
Job Title: Relationship Manager-PCG-Advisory
Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
Key Responsibilities:
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide our research advisory to the clients based on the client profile to generate income and build MTF book
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
- Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance.
If your profile matches the above requirement, please share your updated CV to [HIDDEN TEXT]
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Skills
Research AdvisoryFixed DepositsPMSSIPAifMutual Fundsunlisted sharesInvestment StrategiesBondsInsurance
About Cholamandalam Securities
Cholamandalam Securities
Investment Banking / Venture Capital / Private Equity
375
employees
1978
48 years old
chennai, tamil nadu
India
₹5.3L PA avg
Avg at Cholamandalam Securities
About
Cholamandalam provides comprehensive financial services that include Vehicle Loans, Home Loans, Loans against property, Rural and Agri Loan, Business Loan, Gold Loan & others.
Industries
Investment Banking / Venture Capital / Private Equity
Employee ratings
10 reviews
3.4/ 5
Culture
1.8
Career growth
1.6
Work-life
1.9
Employees rate it well for
Compensation & Benefits35Overall Company34
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