Relationship Manager

3 months ago

Kolkata, India Cholamandalam Securities Limited Full time

As a Relationship Manager for the PCG Business you will be responsible for acquiring new clients and building relationships with such clients. You will basically become a one stop shop for all the clients investment needs.


Responsibilities:


  • Actively prospect and engage in client acquisition efforts to grow the business.
  • Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
  • Perform regular portfolio reviews to ensure client investment objectives are met.
  • Attend team meetings and contribute to the teams success by sharing experiences and client feedback.
  • Maintain a high-level of product knowledge and stay informed with industry trends and changes.
  • Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance, and Bonds.
  • Achieve revenue target of 3x Cost.


Qualification and Experience:


  • Postgraduate - MBA/PGDM in Finance / Marketing.
  • Proven track record of 3-6 years of meeting revenue targets and high value client acquisition with a Bank or a Full-Service Stock Broking House.
  • Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.
  • Experience in managing and mentoring diverse teams, driving their professional growth and fostering a collaborative culture.
  • Demonstrated ability to navigate complex regulatory environments and ensure compliance with relevant laws and regulations.
  • Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.


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


About Murugappa:

Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd.

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