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Relationship Manager

1 month ago

Kolkata, West Bengal, India Cholamandalam Securities Limited Full time
Job Description

Company Description

Chola Securities is a 100% subsidiary of Cholamandalam Investment and Finance Company Limited, a Murugappa Group Company. As a leading broking and distribution company, we have been providing investment solutions to individual clients and equity advisory services to institutional investors for nearly 29 years. We are proud members of both the Bombay Stock Exchange Limited and National Stock Exchange of India Limited. Since 1994, our skilled team has been dedicated to offering personalized investment services that meet our clients&apos unique needs and long-term financial goals.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Kolkata. The Relationship Manager will be responsible for managing and enhancing relationships with clients, providing investment advice, and developing strategies to help clients meet their financial goals. Day-to-day tasks include conducting client meetings, assessing their investment requirements, and advising on suitable investment products. Additionally, the Relationship Manager will be expected to stay updated on market trends, ensure compliance with regulatory requirements, and contribute to business development activities.

Qualifications

- Experience in client relationship management and customer service
- Knowledge of investment products, financial markets, and advisory services
- Strong communication, negotiation, and interpersonal skills
- Proficiency in market research and data analysis
- Ability to work independently and collaboratively within a team
- Bachelor&aposs degree in Finance, Economics, Business Administration, or a related field
- Experience in the broking and securities industry is a plus