Relationship Manager
Location
Mumbai, Maharashtra
Job Type
Full-time
Category
Business Operations Specialists
Posted
June 02, 2026
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-term client relationships through regular reviews and market updates.
Ensure full compliance with regulatory, risk and internal governance frameworks.
Qualifications
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-term client relationships through regular reviews and market updates.
Ensure full compliance with regulatory, risk and internal governance frameworks.
Qualifications