Client Relationship Manager

1 week ago


Bengaluru, Karnataka, India Cholamandalam Securities Limited Full time

Job Title: Client Relationship Manager- Private Client Group Advisory

Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad

Hey there If you have experience in Equity Advisory and are great with clients, we have an exciting opportunity for you as a Client Relationship Manager in the Private Client Group Business. You'll be giving advice to HNI and UHNI clients on Equity, Derivatives, and Currency Markets.

Responsibilities:

  • Providing valuable advice to Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Generating revenue & Activating clients through effective Advisory services.
  • Engaging in cross-selling other products like Mutual fund, PMS, Insurance.
  • Addressing client queries & complaints promptly and efficiently.
  • Bringing in new clients & maintaining existing relationships through regular meetings.
  • Developing client profiles by thoroughly evaluating their financial needs, analyzing data & suggesting investment portfolios.
  • Supervising and improving Advisor's Advisory skills through call monitoring, weekly targets & meetings, conference calls.

Qualification & Experience:

  • Hold an MBA/ PGDM/ Post Graduate degree in Finance or a related field.
  • Possess NISM/NCFM certificate or an equivalent certification related to stock markets.
  • Minimum of 1 year experience in a stockbroking firm or a similar financial institution.
  • Sound knowledge of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
  • Proficient in MS Excel and other relevant software tools.
  • Demonstrate strong Analytical skills and meticulous attention to detail.
  • Excellent communication and interpersonal abilities.
  • Adept at working effectively under pressure and in a fast-paced environment.

If you feel ready for this challenge, send us your updated CV



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