JD PCG Relationship Manager

Greetings from Avani Consulting!

We are hiring for the position of PCG Relationship Manager for a leading financial services organization in Bangalore.

Key Responsibilities

- Generate broking revenue through advisory and client engagement
- Cross-sell investment products such as Mutual Funds, PMS, AIF, and other financial products
- Acquire new clients and reactivate dormant clients
- Generate interest income through LAS, EMF, and IPO funding
- Provide portfolio advisory and asset allocation solutions
- Ensure excellent client servicing and relationship management
- Maintain high client activity and engagement levels

Desired Candidate Profile

- 4-8 years of experience in financial services / wealth management
- Strong knowledge of:
- Equity
- Derivatives
- Commodity & Currency Markets
- Mutual Funds
- PMS & AIF products

- NISM & AMFI certifications preferred
- Solid communication and interpersonal skills
- Client-focused and target-driven approach

Location Kolkata/Delhi

Compensation 8-12LPA

Openings 10Positions

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📌 PCG Relationship Manager(Trading and Cross Sales Investment Products) (Kolkata)
🏢 Avani Consulting
📍 Kolkata