C
Posted 20 hours ago
PCG Sales Relationship Manager
Chola SecuritiesPCG SALES RM
Requirements
Post Graduate degree, Minimum 3 years experience, Knowledge of financial products
Skills
Finance
About the role
Responsibilities
- Achieve revenue targets and acquire new accounts with minimum margins
- Prospect and engage in client acquisition efforts to grow the business
- Build deep relationships with HNI clients and identify investment goals
- Perform regular portfolio reviews to ensure client objectives are met
- Sell and distribute financial products including IAP, Mutual funds, PMS, AIF, insurance, and bonds
- Stay informed with industry trends and maintain high product knowledge
Requirements
- Post Graduate qualification
- Minimum 3 years of relevant experience
- Strong knowledge of financial products and market trends
- Ability to manage investments for HNI clients
About the Company
Chola Securities is looking for enthusiastic individuals to build careers managing investments for High Net Worth Individual (HNI) clients.
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Chola Securities · Chennai