Relationship Manager-PCG-Sales

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

Job summary

Chola Securities Ltd is seeking a Relationship Manager-PCG-Sales in India to drive acquisition and growth for high-value clients within the Private Client Group. You will lead advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline.

We are looking for professionals with 4-5 years in PCG Sales and a proven track record of client acquisition and AUM growth.

Qualifications

• 4-5 years 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.
• 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

PCG sales experience

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.