Job Description

Job Title: Relationship Manager-PCG-Sales

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Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

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Role Summary:

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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 robust 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.

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Key Responsibilities:

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1. Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
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2. Focus on acquisition of client accounts with equity margin
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3. Manage client portfolios and drive AUM growth through suitable investment solutions.
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4. Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.
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5. Build long-term client relationships through regular reviews and market updates.
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6. Ensure full compliance with regulatory, risk and internal governance frameworks.
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If your profile matches the above requirement, please share your updated CV to [email protected]

📌 Relationship Manager-PCG-Sales (Bengaluru)
🏢 Chola Securities
📍 Bengaluru