Relationship Manager- Private Client Group

Cholamandalam Securities Limited

Chennai | Hyderabad | Bengaluru / Bangalore | New Delhi

Not Disclosed

3 - 6 Years

Full Time - Permanent

About Employer

Applicants:17

Posted on 21 Jul, 2024

In Office

Job Description | Responsibilities

Achieve revenue target of 3x cost.
Actively prospect and engage in client acquisition efforts to grow the business.
Build deep relationship with clients , identify their investment goals, and offer soluations that best match their needs.
Perform regular portfolio reviews to ensure client investment objectives are met.

Industry - Securities / Stock Brokers / Investment Industry
Functional Area - Marketing / Digital Marketing / Advertising / Market Research, Production / Manufacturing
Job Role - Relationship Executive / Manager
Employment type - Full Time - Permanent
Work Mode - In Office

Communication AIF Capital Markets Client Relations Customer Servicing Customer Acquisition Relationship Development Portfolio Analysis

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