Relationship Manager-PCG-Sales

Chola Securities Ltd; Hyderabad; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Chola Securities Ltd. seeks an experienced Relationship Manager for PCG-Sales to drive acquisition and growth of high-value clients within Private Client Group. You will lead advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strict compliance.

The role requires 4-5 years in PCG Sales with a proven track record of client onboarding and AUM expansion. Build relationships, manage portfolios and cross-sell a range of investment solutions to

Qualifications

• 4-5 years of PCG Sales experience with proven client acquisition and AUM growth.
• Handle acquisition and growth of high-value clients under PCG Sales.
• Advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income 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 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.

Skills

Client acquisition

AUM growth

Compliance

Relationship mgmt

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.