Relationship Manager-PCG-Sales - Delhi - Chola Securities

Job Title: Relationship Manager-PCG-Sales · Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi · Role Summary: · You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF ...

Relationship Manager - PCG Advisory Role · About the Role: · Provide research advisory to clients based on their profile to generate income and build a robust Market-to-Trade (MTF) book. · Promote third-party investment products such as Insurance, Mutual Funds (MF), Portfolio Man ...

The incumbent will manage high-value client relationships while delivering customized financial solutions. · ...

To meet customer needs by executing trades seamlessly. Disseminate research calls to customers for Broking services. · ...

We are hiring for the role of Relationship Managers- PCG Advisory. · ...

Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. · Provide expert advice on wealth management products and services, such as mutual funds, insurance, and other financial instruments. · Conduct thorough anal ...

Role & responsibilities · The Branch Manager is responsible for: · Increasing the client base, revenue and market share in the branch. · Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. · Ensuring Dealer Prod ...

Description · Key responsibilities and accountabilities · To ensure active management of clients & achieve the target  active AUM · To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates t ...

This is a full-time Sales Relationship Manager position located in New Delhi. · The role involves building and maintaining strong relationships with clients to drive business growth, · managing and expanding the client base, · negotiating contracts, · and meeting sales targets wh ...

Provide customized solutions to the clients by evaluating their risk assessment and financial needs. · Primary role is to sell broking products i.e. Equities, Commodities & Currencies. · ...

Build and maintain strong relationships with schools and education partners. · ...

This is a full-time on-site position for a Sales Relationship Manager located in New Delhi. · ...

Manage and grow business through IFAs/MFDs drive sales of mutual fund products and achieve targets onboard and activate new distributors conduct product training & joint calls ensure timely service and query resolution · ...

We are looking for a Sales Manager Relationship Officer to join our team in Delhi. As a Sales Manager Relationship Officer you will be responsible for open market sourcing of Secured LAP business generating leads and closing loans through DST channel customer acquisition and docu ...

To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets. · ...

Roles: Home Loan Sales Executive · Responsibilities: · ❖ Generate Home Loan leads from the open market and through different channels. · ❖ Develop and maintain relationship with clients for repeat business and referral/s. · ❖ Implement and develop sales activities to achieve the ...

This is a full-time on-site role for a Relationship Manager/Sales Manager/Senior Sales Manager based in New Delhi. · The role involves managing customer relationships by providing tailored housing loan solutions generating leads and converting them into successful sales. ...

Sales Consultant / Relationship Manager responsible for leading management following up online inquiries conducting needs analysis performing vehicle walk-arounds leading test drives negotiating closing working with sales manager presenting pricing trade-in values financing optio ...

Field sales role involves leading customer interactions for renewing insurance plans. · Candidates must have a two-wheeler and a driving license. · ...

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team. · Minimum 2 years of experience in equity markets. · Ability to analyze financial data and market trends. · Proactive and client-focused attitude. · ...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore lo ...