Pcg Relationship Manager (Kolkata)

Pcg Relationship Manager (Kolkata)

06 Aug
|
bwise solutions
|
Kolkata

06 Aug

bwise solutions

Kolkata

Exciting Career Opportunity in Private Client Group (PCG)!

Looking for talented professionals to join a leading stock broking firm across multiple roles.

Location: Chennai | Bangalore | Hyderabad | Kolkata | Delhi | Pune

Open Positions:

1. Advisor PCG (Min 2-3 Years experience)
• Execute trades & provide advisory
• Cross-sell investment products (MF, PMS, AIF, etc.)
• Manage client portfolios & relationships

2. Relationship Manager – PCG (Min 4-5 Years experience)
• Acquire HNI/UHNI clients & drive AUM growth
• Manage portfolios & deliver advisory-led solutions
• Robust focus on client acquisition & revenue

3. Team Leader – Advisory PCG (8-9 yrs & min 3 yrs team handling)
• Lead advisory & dealing team




• Manage HNI/UHNI clients & drive AUM growth
• Ensure team performance & revenue delivery

Requirements:
• Experience handling HNI/UHNI clients
• Must have experience in equity dealing & trade execution
• Knowledge of capital markets & financial products
• NISM Certification (Mandatory):
– Advisory & Team Leader: NISM Series VIII
– Sales Roles: NISM Series VA

Interested share resume directly [email protected] or (phone hidden) Or refer someone who would be a great fit

📌 Pcg Relationship Manager (Kolkata)
🏢 bwise solutions
📍 Kolkata

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