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Relationship Manager-Pcg-Sales (Avadi)

Chola Securities · Chennai

📅 11/08/2026
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Job Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role Summary: 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. Key Responsibilities: 1. Acquire and onboard HNI and UHNI clients through direct sourcing and referrals. - Focus on acquisition of client accounts with equity margin - Manage client portfolios and drive AUM growth through suitable investment solutions. - Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds. - Build long-term client relationships through regular reviews and market updates. - Ensure full compliance with regulatory, risk and internal governance frameworks. If your profile matches the above requirement, please share your updated CV to .
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