Job DescriptionJob Title: Relationship Manager-PCG-Sales

NLocation: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

NRole Summary:

NYou 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 solid 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.

NKey Responsibilities:

N

n
- Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
N
- Focus on acquisition ofclient accounts with equity margin
N
- Manage client portfolios and drive AUM growth through suitable investment solutions.
N
- Cross-sell PCG productsincluding equity advisory, mutual funds, PMS, AIF and bonds.
N
- Build long-term client relationships through regular reviews and market updates.
N
- Ensure full compliance with regulatory, risk and internal governance frameworks.
N

nIf your profile matches the above requirement, please share your updated CV to [email protected]

📌 Relationship Manager-Pcg-Sales (Secunderabad)
🏢 Chola Securities
📍 Secunderabad