Found Description
Job Title: Relationship Manager-PCG-Advisory
Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
Key Responsibilities:
# Execute trades on behalf of clients, aligning with their investment strategies and preferences.
# Provide our research advisory to the clients based on the client profile to generate income and build MTF book
# Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
# Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
# Conduct client meetings to review portfolio performance.
If your profile matches the above requirement, please share your updated CV to [email protected]
Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
Key Responsibilities:
# Execute trades on behalf of clients, aligning with their investment strategies and preferences.
# Provide our research advisory to the clients based on the client profile to generate income and build MTF book
# Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
# Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
# Conduct client meetings to review portfolio performance.
If your profile matches the above requirement, please share your updated CV to [email protected]