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Relationship Manager - Private Client Group

Chola Securities

Posted On: 2025-09-12 21:22:19
Openings: 10
Applicants: 0

Job Description

Acquire & manage super HNI clients, building long-term relationships.
Provide expert investment advisory on Equity & Derivatives with research-backed insights.
Conduct portfolio reviews and offer customised financial strategies.
Cross-sell financial products: Equity Basket, SIPs, Mutual Funds, PMS, Bonds & Insurance.
Stay updated on market trends to offer timely investment recommendations.
Ensure high service standards and regulatory compliance.
What We?re Looking For:
Deep expertise in Equity & Derivatives.
Experience in wealth management, stockbroking or financial advisory.
Proven ability to acquire & retain super HNI clients.
NISM certification (Mandatory).
Exceptional communication & relationship-building skills.