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.
Solid 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 solid HNI/wealth sales exposure.