Job Title: Relationship Manager-PCG-Sales /n /n Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi /n /n Role Summary: /n 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 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. /n /n Key Responsibilities: /n /n
- Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
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- Focus on acquisition of client accounts with equity margin
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- Manage client portfolios and drive AUM growth through suitable investment solutions.
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- Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.
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- Build long-term client relationships through regular reviews and market updates.
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- Ensure full compliance with regulatory, risk and internal governance frameworks.
/n /n /n If your profile matches the above requirement, please share your updated CV to
[email protected]
📌 Relationship Manager-PCG-Sales (Kolkata)
🏢 Chola Securities
📍 Kolkata