Relationship Manager & Advisor

Company Description

Chola Securities, a 100% subsidiary of Cholamandalam Investment and Finance Company Limited (A Murugappa Group Company), is a leading broking and distribution company. Established in 1994, the company provides investment solutions to individual clients and equity advisory services to institutional investors. As a member of the Bombay Stock Exchange Limited and National Stock Exchange of India Limited, Chola Securities boasts nearly 29 years of expertise. Our experienced team is dedicated to delivering personalized investment solutions that align with our clients' long-term financial goals.

Role Description

This is a full-time on-site role for a Relationship Manager (RM) located in Chennai. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and investment solutions, reviewing client portfolios, and offering timely and accurate market updates. Additionally, the RM will be expected to meet sales targets, acquire new clients, and ensure high levels of customer satisfaction through excellent service quality.

Qualifications

• Strong communication and interpersonal skills
• Financial and market analysis skills
• Experience with portfolio management and investment advisory
• Sales and customer service skills
• Proven ability to work under pressure and achieve targets
• Familiarity with regulatory requirements and compliance
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• CFP, CFA certification is a plus