Relationship Manager

About the Company

You will handle acquisition and growth of high-value clients under the Private Client Group. We are looking for experienced professionals of 4-5 years in Sales with proven track record of client acquisition and AUM growth.

About the Role

You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline.

Responsibilities

• 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-ter...