Relationship Manager Private Client Group
Relationship Manager Private Client Group
Skill Lab Services- Posted 10 hours ago
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Job Description
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
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.
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