Job
Overview:

Findoc is seeking an experienced and agile Manager of
Premier Client Group (PCG) Desk to join our team. This individual will be
responsible for acquiring, managing, and servicing Ultra High Net Worth
Individuals (UHNWIs) by offering a wide range of wealth management solutions.
The ideal candidate will have a thorough understanding of financial products
such as PMS, AIF, bonds, mutual funds, and stock market offerings, including
algo trading.

Key Responsibilities:

Client Acquisition & Business Development:
- Drive
the acquisition of UHNWIs and HNWIs, creating tailored wealth management
strategies to meet their unique financial needs.
- Promote
and sell large portfolios, including our and third party PMS (Portfolio
Management Services), AIF (Alternative Investment Funds), bonds, mutual
funds, and other investment products.
- Build
relationships with clients, understand their financial goals, and position
Findoc’s offerings as optimal solutions to their needs.
- Develop
and execute a comprehensive sales strategy to expand the PCG business,




leveraging personal networks, industry contacts, and market intelligence.
- Manage
the sales process for large-ticket AIF investments, offering expert
guidance on portfolio construction and diversification.

Client Relationship Management:
- Serve
as the primary point of contact for UHNW clients, ensuring an exceptional
experience across all touchpoints.
- Provide
timely and accurate solutions to client queries and concerns, ensuring
high levels of client satisfaction and retention.
- Regularly
meet clients to review their portfolios, discuss market trends, and
suggest adjustments based on evolving financial goals and market
conditions.
- Cross-sell
a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.)
to existing clients, maximizing business opportunities.

Investment Product Expertise:
- Maintain
a deep understanding of various financial products such as PMS, AIFs,
bonds, and mutual funds, and

📌 Manager - PCG Sales (Mumbai)
🏢 FINDOC INVESTMART PRIVATE
📍 Mumbai