Job Title:
Relationship Manager-PCG-Advisory
Company: Chola Securities
Location: Chennai, Tamil Nadu
Created: 2026-01-26
Job Type: Full Time
Job Description:
Job Title:Relationship Manager-PCG-AdvisoryLocation:Chennai, Bangalore, Hyderabad, Kolkata, & DelhiKey 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 csecrecruit@