RM

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include offering financial advice, reviewing client portfolios, and delivering timely market updates. It will be essential to meet sales targets, acquire new clients, and ensure high customer satisfaction through exceptional service quality. To excel in this role, you should possess strong communication and interpersonal skills, along with expertise in financial and market analysis. Previous experience in portfolio management, investment advisory, sales, and customer service will be beneficial. You must demonstrate the ability to work effectively under pressure, achieve targets, and adhere to regulatory requirements and compliance standards. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required for this position. Holding certifications such as CFP or CFA would be an added advantage, showcasing your commitment to professional development in the finance industry. Join our dedicated team at Chola Securities and contribute to providing personalized investment solutions that align with our clients" long-term financial goals.,