Role: PCG- Wealth Sales & Advisory

Location: Hyderabad / Bangalore

CTC: Up to 30 LPA

Industry: Financial Services

Role Summary:

The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.

Key Responsibilities:

- Acquire and manage HNI / Affluent clients.

- Drive revenue through cross-selling and up-selling of wealth products.

- Offer advisory solutions across
- Mutual Funds

- PMS / AIF

- Structured Products

- Bonds / Fixed Income

- Equity & Derivatives

- Insurance & Other Investment Products

- Build long-term relationships and ensure high client retention.

- Achieve AUM growth and revenue targets.

- Coordinate with internal product and research teams for customised solutions.





- Maintain high compliance and regulatory standards.

Candidate Profile:

- Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.

- Robust exposure to HNI client handling.

- Good understanding of capital market products.

- Proven track record of revenue generation.

- Excellent communication and negotiation skills.

- NISM & CFP certifications are preferred.

Interested candidates can share their updated CV at [email protected] or apply directly here: https://buff.ly/8UyhDr2

Referrals are highly appreciated.

Stay updated on similar opportunities by joining our WhatsApp BFSI Jobs Group: https://buff.ly/4BsUD5M and invite others to join.

📌 PCG- Wealth Sales (Bengaluru)
🏢 Skywings Advisors
📍 Bengaluru