Job Title: Relationship Manager - Retail Advisory
Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi
Role Summary:
You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities advisory or broking. Strong knowledge of Indian capital markets and products. NISM certifications as applicable. High ethical standards and client-first mindset.
Key Responsibilities:
Acquisition of new clients with margins.Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.Understand client financial goals, risk profile, and investment horizon before recommendations.Execute trades and portfolio actions based on advisory strategy and market conditions.Conduct regular portfolio reviews and provide clear market and performance updates.Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
If your profile matches the above requirement, please share your updated CV to
Read LessJob Title: Relationship Manager - Retail Advisory
Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi
Role Summary:
You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities advisory or broking. Strong knowledge of Indian capital markets and products. NISM certifications as applicable. High ethical standards and client-first mindset.
Key Responsibilities:
Acquisition of new clients with margins.Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.Understand client financial goals, risk profile, and investment horizon before recommendations.Execute trades and portfolio actions based on advisory strategy and market conditions.Conduct regular portfolio reviews and provide clear market and performance updates.Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
If your profile matches the above requirement, please share your updated CV to
Read LessJob Title: Relationship Manager-PCG-Sales
Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi
Role Summary:
You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for experienced professionals of 4-5 years in PCG Sales with proven track record of client acquisition and AUM growth.
Key Responsibilities:
Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.Focus on acquisition of client accounts with equity marginManage client portfolios and drive AUM growth through suitable investment solutions.Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.Build long-term client relationships through regular reviews and market updates.Ensure full compliance with regulatory, risk and internal governance frameworks.If your profile matches the above requirement, please share your updated CV to
Read LessJob Title: Relationship Manager-PCG-Advisory
Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi
Key Responsibilities:
If your profile matches the above requirement, please share your updated CV to
Read Less