Relationship Manager / Senior Relationship Manager

Compny Name: Cholamandalam Investment and Finance Company Limited

Position: Relationship Manager / Senior Relationship Manager

Business / Department: Cholamandalam Distribution services limited

Rank: MG2 / MG 3

Location: Chennai, Bangalore, Kolkata, Hyderabad, Mumbai



Job Purpose:

• The candidate would be expected to bring in High Networth Individual customers to the company for Investment Advisory services provided by the company. The candidate would also have to keep the relationships for the company and provide all required service levels as per the company policy.

Key Accountabilities:

• Bring 20-30 customers to the company
• Generate revenues and AUM for the company as per the expectation
• Give Club Chola service to the customers as per the company processes
• Advise clients on a range of products viz. Mutual Funds, Life Insurance, Retail Insurance, PMS in stocks and MFs, securities broking, derivatives, bonds and all the products promoted by the company

Job Duties & Responsibilities :

• Bring Club Chola customers to the company for advisory services
• Manage these relationships following the company guidelines
• Provide relevant services as per the Club Chola process module
• Certify oneself with AMFI and IRDA advisory modules
• Continuously strive for creating customers through references
• Strive for continuous self-learning

Experience :

• Minimum 2 years work experience, preferably in advisory services or personal financial consulting role in a leading MNC/Private sector bank

Education / Preferred Qualifications :

• MBA / PGDBM preferably in Marketing with Finance as a Minor
• AMFI/IRDA/NCFM certifications would be preferred qualifications

Core Competencies :

• A go-getter with killer instincts
• An optimist
• High self-esteem
• High on initiative
• Assertive and expressive
• Eloquent and mild mannered
• High energy quotient
• Good communication skills preferably with 3-Language capabilities

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