Client Relationship Manager

1 month 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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