Role: PCG- Wealth Sales & Advisory
Location: Delhi
CTC: Up to 25 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 (Delhi)
🏢 Skywings Advisors
📍 Delhi