Job Description: PCG Sales Manager

Findoc is seeking an experienced Manager for 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 Findocs 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

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