Relationship Manager-PCG-Advisory

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