Relationship Manager
Opus Global Services LLC
4 - 5 years
Alipur
Posted: 20/05/2026
Job Description
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
- 4-5 years in Sales with proven track record of client acquisition and AUM growth.
- Must be Graduate
Preferred Skills
Experience in advisory-led selling across various financial products.
Interested candidates can contact Miss Mansi Yadav
Contact Number: 7428895061
Email I'd - mansi.yadav@opusglobalservices.in
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