Client Relationship Manager

3 weeks ago

Chennai, India Cholamandalam Securities Limited Full time

Designation: Client Relationship Manager-PCG Advisory

Vertical: Private Client Group

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


As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.


Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.


Qualification & Experience:


  • MBA/ PGDM/ Post Graduate degree in Finance or a related field.
  • NISM/NCFM certificate or equivalent certification relevant to stock markets.
  • Minimum 1 year of experience in a stock broking company or a similar financial institution.
  • Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
  • Proficiency in MS Excel and other relevant software.
  • Strong Analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and in a fast-paced environment.


If your profile matches the above requirement, please share your updated CV to lathikakapoor@chola.murugappa.com

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