Relationship Manager-PCG-Sales

Chola Securities; Chennai District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading financial services firm in Chennai seeks a Relationship Manager to acquire and grow high-value clients in the Private Client Group. The candidate will be responsible for driving revenue through a range of investment products, ensuring compliance, and managing client portfolios. Ideal applicants should have 4-5 years of PCG Sales experience, strong skills in client acquisition, and a proven track record in driving AUM growth. Competitive compensation and an engaging work environment are offered.

Qualifications

• 4-5 years of experience in PCG Sales, preferably in financial products.
• Proven track record of client acquisition and AUM growth.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
• Manage client portfolios to drive AUM growth with suitable investment solutions.
• Ensure full compliance with regulatory, risk and internal governance frameworks.

Skills

Client acquisition

Portfolio management

Sales skills

Compliance discipline

Job description

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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.

If your profile matches the above requirement, please share your updated CV to [e-mail]

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Sales and Finance

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