Relationship Manager – Private Client Group

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 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.

Key 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-term client relationships through regular reviews and market updates. 6. Ensure full compliance with regulatory, risk and internal governance frameworks.