Job Description
The Head – Private Client Group will be responsible for leading and scaling the PCG business, driving AUM growth, revenue generation, client acquisition and retention across the HNI/UHNI segment. The role will own the overall business strategy, client proposition, team performance, and profitability while ensuring superior wealth management and investment advisory solutions.
n
nAspiring applicants can mail resumes to:
[email protected]
n
nKey Responsibilities
n1. Business Leadership & Growth
n
- n
- Lead, manage, and scale the Private Client Group business in line with the organization's overall growth objectives.n
- Own the PCG business P&L;, AUM, revenue, client acquisition, retention, and profitability targets.n
- Develop and execute business strategies, growth plans, and performance frameworks to achieve and exceed annual business targets.n
- Identify new market opportunities, client segments, and growth levers to expand the PCG franchise.n
n2. HNI/UHNI Client Acquisition, Deepening & Retention
n
- n
- Drive acquisition of new HNI/UHNI clients through solid market presence, networking, referrals, and strategic relationships.n
- Deepen existing client relationships by understanding their financial goals, investment preferences, risk profiles, and evolving wealth requirements.n
- Build long-term relationships with key clients and ensure high levels of client engagement, satisfaction, and retention.n
- Establish a strong client-centric culture focused on trust, transparency, and superior service delivery.n
n3. AUM & Revenue Generation
n
- n
- Drive AUM growth through effective cross-selling and up-selling of wealth management and investment solutions.n
- Generate revenue by promoting and distributing Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and other relevant investment products.n
- Identify opportunities to increase wallet share and overall revenue contribution fr
📌 Head - Private Client Group(PCG) (Mumbai)
🏢 Forward
📍 Mumbai