Role:

As a Senior Relationship Manager PCG, you will play a key role in managing and strengthening relationships

with Burgundy Private RMs. You will drive business growth by fostering engagement, client referrals, and

conversions. Additionally, you will act as a primary point of contact for sales and service-related queries while

focusing on client acquisition, especially within the HNI and NDPMS segments. Your goal will be to enhance the

broking business and ensure the highest level of client satisfaction.

Responsibility:

- Relationship Management: Develop and deepen relationships with Burgundy Private RMs

mapped to you, maintaining regular communication to ensure top-of-mind recall for broking

business.

- Client Referrals and Business Growth:



Drive growth through increased client referrals, account

openings, client onboarding, margin collection, and brokerage generation from the assigned RM

base.

- Service Excellence: Serve as the single point of contact for all sales and service-related queries

for the assigned Burgundy RM base.

- Market Acquisition: Lead the acquisition of HNI clients for Broking, NDPMS, and Third-Party

Distribution (TPD) services from the open market.

- Business Development: Ensure seamless NDPMS conversions and develop strategies to meet the

business targets for the assigned client segment.

📌 Senior Relationship Manager (Delhi)
🏢 Axis Direct
📍 Delhi