Relationship Manager-PCG-Sales

Chola Securities; Hyderabad; On-site; INR 900,000 - 1,500,000; Full time

Job summary

A financial services firm based in Hyderabad is seeking a Relationship Manager to drive the acquisition and growth of high-value clients. The ideal candidate will have 4-5 years of experience in PCG Sales with a proven record in client acquisition and AUM growth. Responsibilities include managing client portfolios, cross-selling financial products, and ensuring compliance with regulatory frameworks. Interested candidates should send their CVs to the provided email.

Qualifications

• 4-5 years of experience in PCG Sales with a proven track record.
• Strong knowledge of financial products including equity, MF, PMS, AIF, Insurance and Fixed income.
• Experience with advisory-led selling across financial products.

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.
• 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

Relationship management

Advisory-led selling

Financial advisory

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]