Relationship Manager PCG Sales

Avani Consulting | Hiring for a Leading Securities & Stock Broking Company

Job Location: Chennai, Hyderabad, Bengaluru, Kolkata & Pune
Experience: 2–5 Years
Maximum Age: 35 Years
Maximum CTC: 12 LPA
Industry: Stock Broking / Securities / Capital Markets
Function: Sales & Business Development

Job Description

We are hiring experienced Relationship Managers – Private Client Group (PCG Sales) for a leading securities and stock broking company.

The ideal candidate should have robust experience in acquiring HNI/UHNI clients, generating equity margins, growing Assets Under Management (AUM), and cross-selling financial products through an advisory-led sales approach.

Key Responsibilities

1. Acquire and onboard HNI and UHNI clients through direct sourcing, references and networking.
2. Drive new client acquisition with a strong focus on equity trading accounts and margin generation.
3. Manage client portfolios and drive AUM growth through suitable investment solutions.
4. Cross-sell PCG products, including Equity, Mutual Funds, PMS, AIF, Insurance and Fixed Income products.
5. Build and maintain long-term relationships with high-value clients.
6. Conduct regular portfolio reviews and provide market updates and investment insights.
7.



Achieve revenue, acquisition and business growth targets.
8. Ensure adherence to SEBI regulations, internal policies and compliance guidelines.

Candidate Requirements

- 2–5 years of relevant experience in PCG Sales / Private Client Group / Stock Broking.
- Mandatory experience in the broking or securities industry.
- Proven track record in HNI/UHNI client acquisition.
- Strong experience in equity margin generation and AUM growth.
- Good knowledge of equity markets and financial products.
- Strong relationship management, communication and negotiation skills.
- NISM certifications as applicable to the products handled.
- Maximum age: 35 years.

Important: Candidates from Banking, Wealth Management and AMC backgrounds will not be considered.

Compensation & Location

- Maximum CTC: 12 LPA (depending on experience and suitability).
- Locations: Chennai, Hyderabad, Bengaluru, Kolkata and Pune.

Apply Now

Recruitment Partner: Avani Consulting
Contact Person: Sylvia – Recruitment Executive
Email: [email protected]
Contact Number: (phone hidden) (Call /Whatsapp)

Interested candidates can share your updated resumes to my whatsapp

📌 Relationship Manager (Pune)
🏢 Avani Consulting
📍 Pune