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    Client Relationship Manager - Bengaluru, India - Cholamandalam Securities Limited

    Cholamandalam Securities Limited
    Cholamandalam Securities Limited Bengaluru, India

    6 days ago

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    Description

    Designation: Client Relationship Manager-PCG Advisory

    Vertical: Private Client Group

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

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