Relationship Manager-PCG-Sales - GTB Nager - Chola Securities

    Chola Securities
    Chola Securities GTB Nager

    4 days ago

    Description

    Relationship Manager

    You will handle the growth of high-value clients under the Private Client Group by driving revenue through advisory-led selling across various financial products while maintaining strong compliance discipline.

    • Acquire and onboard HNI and UHNI clients through direct sourcing.
    • Manage client portfolios to drive AUM growth via suitable investment solutions.
    • Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF, and bonds.
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