Relationship Manager-PCG-Sales

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 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: • Develop and execute a sales strategy to acquire new clients and grow existing relationships. • Build and maintain strong relationships with high-net-worth individuals, family offices, and institutional clients. • Identify and capitalize on opportunities to cross-sell and upsell relevant products and services. • Collaborate with internal stakeholders to develop and implement effective sales strategies. • Ensure compliance with regulatory requirements and internal policies. • Maintain accurate records of client interactions, sales activities, and performance metrics. • Achieve or exceed monthly/quarterly targets for new business acquisition and revenue growth. • Participate in training programs and stay updated on industry trends, products, and services. • Work closely with the Private Client Group to develop and implement effective sales strategies. • Develop and maintain a deep understanding of our products and services, including their features, benefits, and competitive positioning. • Stay up-to-date on market trends, competitor activity, and regulatory changes that may impact client relationships or business opportunities. • Collaborate with other teams to identify and capitalize on new business opportunities. • Ensure timely and accurate reporting of sales activities, performance metrics, and client interactions. • Develop and maintain a strong network of contacts within the Private Client Group and across the organization. • Participate in cross-functional initiatives to drive business growth and improve operational efficiency. • Stay current with industry developments, regulatory changes, and market trends that may impact client relationships or business opportunities.