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Relationship Manager-PCG-Sales

Chola Securities · India

FULL TIME

Job Description

<p><b> Job Title: </b> Relationship Manager-PCG-Sales </p><p></p><p><b> Location: </b> Chennai, Hyderabad, Bengaluru, Kolkata, Delhi </p><p></p><p><b> Role Summary: </b></p><p> 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 strong 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. </p><p></p><p><b> Key Responsibilities: </b></p><ol><li> Acquire and onboard HNI and UHNI clients through direct sourcing and referrals. </li><li> Focus on acquisition of client accounts with equity margin </li><li> Manage client portfolios and drive AUM growth through suitable investment solutions. </li><li> Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds. </li><li> Build long-term client relationships through regular reviews and market updates. </li><li> Ensure full compliance with regulatory, risk and internal governance frameworks. </li></ol><p></p><p><b><u> If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com </u></b></p>

Details

CompanyChola Securities
LocationIndia
TypeFULL TIME
Nichegeneral

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