Relationship Manager Sales

PL Capital Group (Prabhudas Lilladher); Rajkot; On-site; INR 400,000 - 640,000; Full time

Job summary

PL Capital Group (Prabhudas Lilladher) in Rajkot is seeking a Relationship Manager Sales to grow a portfolio of retail and HNI clients. You will advise on investments across equities, mutual funds, insurance and AIFs, while meeting sales targets and delivering high-quality service.

On-site role requiring strong client engagement, regulatory adherence, and collaboration with internal teams to execute cross-sell opportunities and maintain records.

Qualifications

• Bachelor's degree in Finance, Commerce, Business, Economics, or related field.
• Certifications (e.g., NISM, IRDA) are an advantage.
• Strong client relationship management and ability to meet targets.
• Experience in financial services sales with cross-selling skills.
• Excellent communication and interpersonal skills.
• Ability to work on-site in Rajkot in a fast-paced, regulated environment.
• Knowledge of equities, mutual funds, insurance, AIFs is preferred.

Responsibilities

• Prospect and acquire new clients in Rajkot and surrounding areas.
• Provide advisory-based investment recommendations across product suites.
• Maintain accurate client records and ensure regulatory compliance.
• Coordinate with internal teams for seamless execution.
• Meet defined sales and revenue targets.
• Build and maintain long-term client relationships.

Skills

Relationship management

Sales & business development

Communication

Investment knowledge

Analytical skills

Regulatory compliance

On-site Rajkot

Education

Bachelor's degree in Finance/Commerce/Business/Economics

Job description

Company Description

PL Capital Group - Prabhudas Lilladher - is one of India's most trusted, full-stack financial services providers, recognized as a Best BFSI Brand by The Economic Times in 2022 and 2024. Established in 1944 as a stockbroker, the firm has grown into an integrated financial powerhouse serving institutions, corporates, family offices, HNIs, and retail clients in India and globally. The organization is driven by award-winning research across fundamental, technical, derivatives, and quantitative strategies, and is known for pioneering quant investing and industry-first solutions. Its mission is to combine sound financial advice with seamless client experiences, anchored in trust, transparency, and integrity. PL Capital offers diverse opportunities across mutual funds, insurance, AIFs, pre-IPOs, and more, helping clients convert savings into sustainable wealth.

Role Description

The Relationship Manager Sales role is a full-time, on-site position based in Rajkot. The role involves managing and growing a portfolio of retail and high-net-worth clients, offering suitable investment and wealth management solutions across the firm’s product suite. The Relationship Manager will engage in regular client interactions, understand financial goals, provide advisory-based recommendations, and ensure high levels of service and retention. Responsibilities include prospecting and acquiring new clients, cross-selling relevant financial products, coordinating with internal teams for seamless execution, and maintaining accurate records in line with regulatory and company standards. The role also requires meeting defined sales and revenue targets while upholding the organization’s values of trust, transparency, and integrity.

Qualifications

• Strong client relationship management skills, including the ability to build trust, understand client needs, and maintain long-term engagement.
• Proven sales and business development capabilities in financial services, with experience achieving or exceeding targets.
• Solid understanding of investment products such as equities, mutual funds, insurance, AIFs, and related wealth management solutions.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly and handle client queries professionally.
• Analytical and problem-solving skills for assessing client portfolios and identifying suitable advisory opportunities.
• Bachelor's degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, IRDA) are an advantage.
• Comfort working in a regulated environment, with adherence to compliance, documentation, and ethical selling practices.
• Ability to work on-site in Rajkot, collaborate effectively with internal teams, and adapt to a fast-paced, performance-driven setting.