Relationship Manager-PCG-Sales

Chola Securities; Delhi; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

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

Ideal candidates will have 4-5 years in PCG Sales with proven client acquisition and AUM growth experience. You will manage client relationships and cross-sell PCG products.

Qualifications

• You have 4-5 years of PCG Sales experience with a proven track record in client acquisition and AUM growth.
• Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
• Drive revenue through advisory-led selling across multiple products.

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 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.

Skills

Client acquisition

AUM growth

Advisory selling

Regulatory compliance

Relationship management

Job description

Job 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 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.