Relationship Manager-PCG-Sales

Chola Securities Ltd; Chennai District; On-site; INR 800,000 - 1,400,000; Part time

Job summary

Chola Securities Ltd is seeking a Relationship Manager for PCG-Sales to drive acquisition and growth of high-value clients in the Private Client Group. You will lead advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income while ensuring strict compliance.

The role requires 4-5 years in PCG Sales with a proven track record of client acquisition and AUM growth, and a strong ability to build lasting client relationships through regular reviews and market updates.

Qualifications

• 4–5 years of PCG sales experience with a proven client acquisition track record.
• Experience in acquiring high-net-worth clients and growing AUM.
• Strong advisory selling across equity, MF, PMS, AIF, insurance and fixed income.

Responsibilities

• Acquire and onboard HNI/UHNI clients through direct sourcing and referrals.
• Focus on acquiring client accounts with equity margin.
• Manage client portfolios and drive AUM growth with suitable investments.
• Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.
• Build long-term relationships with regular reviews and market updates.
• Ensure compliance with regulatory, risk and governance frameworks.

Skills

Client acquisition

AUM growth

Relationship management

Regulatory compliance

Job description

Job Title: Relationship Manager-PCG-Sales

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 margin
• Manage 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.