Job Description

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.


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