We are looking for an experienced AVP – PCG Sales professional to manage and grow relationships with HNI/UHNI and affluent clients. The candidate will be responsible for client acquisition, portfolio management, revenue generation and increasing AUM through a range of investment and wealth-management products.
Key Responsibilities
- Acquire and manage HNI/UHNI clients and build long-term relationships.
- Drive AUM, revenue and client acquisition targets for the PCG business.
- Understand clients’ financial objectives, risk profiles and investment requirements.
- Provide suitable investment solutions across Equity, Mutual Funds, PMS, AIF, Bonds, Structured Products and other investment products.
- Conduct regular portfolio reviews and identify opportunities for portfolio enhancement.
- Generate business through existing relationships, referrals, networking and market connect.
- Cross-sell and up-sell relevant financial products to existing clients.
- Maintain strong client engagement and ensure high levels of client retention.
- Work closely with internal product,
research and investment teams to provide clients with appropriate solutions.
- Ensure adherence to KYC, SEBI regulations and internal compliance policies.
- Track market trends and communicate relevant investment opportunities to clients.
Candidate Profile
- 8–12 years of relevant experience in Wealth Management, Private Wealth, PCG, Securities or Broking.
- Strong experience handling HNI/UHNI clients.
- Proven track record in client acquisition, AUM generation and revenue achievement.
- Solid understanding of investment and wealth-management products.
- Excellent relationship management, communication and negotiation skills.
- Existing HNI client network / market connect will be an advantage.
- Candidates currently working as AVP / Senior Wealth Manager / Private Wealth Manager / Senior RM / PCG Sales can be considered.
Preferred Background Candidates from wealth management firms, securities/broking houses, private banks and investment platforms with strong HNI/wealth sales exposure.