Relationship Manager-PCG-Sales

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

Job summary

A leading financial services firm in Delhi seeks an experienced Relationship Manager for their Private Client Group. You will manage the acquisition and growth of high-value clients while driving revenue through comprehensive investment solutions. The ideal candidate has 4-5 years of experience in PCG Sales, a proven track record in client acquisition, and strong compliance knowledge. You will ensure client satisfaction and retention through regular engagement and tailored advice, contributing to the firm's long-term success.

Qualifications

• 4-5 years of experience in PCG Sales.
• Proven track record of client acquisition and AUM growth.

Responsibilities

• Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
• Manage client portfolios and drive AUM growth through suitable investment solutions.
• Build long-term client relationships through regular reviews and market updates.

Skills

Client acquisition

Advisory-led selling

Portfolio management

Compliance knowledge

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.

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