01Key Responsibilities
1. Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
2. Focus on acquisition of client accounts with equity margin
3. Manage client portfolios and drive AUM growth through suitable investment solutions.
4. Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.
5. Build long-term client relationships through regular reviews and market updates.
6. Ensure full compliance with regulatory, risk and internal governance frameworks.
If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com .
