Position Title: Relationship Manager / Senior Relationship Manager

About PL Capital

Prabhudas Lilladher (PL Capital) is a diversified financial services organization offering solutions across Equity Broking, Wealth Management, PMS, Mutual Funds, Insurance, Investment Banking, Institutional Equities and Research. The organization is committed to helping clients create and preserve wealth through trusted advice and comprehensive investment solutions.

Role Summary The Relationship Manager is responsible for acquiring new clients, managing and growing existing relationships, generating revenue from direct clients and cross-selling wealth management products. The role focuses on client acquisition, investment advisory, portfolio servicing and increasing wallet share across the assigned customer base.

Key Responsibilities

Client Acquisition & Business Development

Acquire new clients through referrals, networking and business development activities.

Generate new traded accounts and build a solid acquisition pipeline.

Identify opportunities to increase market penetration within the assigned territory.

Drive client activation and business engagement.

Relationship & Portfolio Management

Develop and maintain long-term relationships with clients.

Conduct regular meetings with prospective and existing clients.

Understand client financial goals and provide suitable investment recommendations.

Ensure superior client servicing and retention.





Revenue Generation & Wealth Solutions

Generate revenue through equity and wealth management products.

Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.

Identify opportunities for cross-selling and up-selling.

Grow client assets and increase wallet share.

Compliance & Governance

Follow all regulatory and company policies.

Ensure proper documentation and client records.

Maintain high standards of ethical and professional conduct.

Daily Work Expectations

Meet prospective and existing clients regularly.

Conduct portfolio review and investment planning discussions.

Maintain a healthy pipeline of prospects and opportunities.

Update client interactions and business activities in CRM systems.

Coordinate with internal teams for seamless onboarding and servicing.

Required Qualifications & Skills

Graduate in any discipline; post-graduation preferred.

Minimum 3-6 years of experience in Broking, Wealth Management or Financial Services.

Proven experience as a Relationship Manager with at least 50+ active client relationships and 1 Crore+ active AUM book.

Strong track record in client acquisition and revenue generation.

Experience selling Equity, PMS, Mutual Funds, Insurance and Wealth Products.

Strong local market network and client sourcing capability.

Excellent communication, presentation and relationship management skills.

NISM certifications preferred.

📌 Relationship Manager (New Delhi)
🏢 Prabhudas Lilladher (PL)
📍 New Delhi