Relationship Manager – Private Client Group (PCG)

Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

Salary: Up to 10 LPA + Lucrative Performance Incentives

Experience: 4–5 years in PCG Sales

## Role Summary

Are you an experienced wealth management professional with a knack for building relationships with India’s elite investors?

We are looking for dynamic, growth-oriented individuals to join our Private Client Group (PCG) team as a Relationship Manager. In this role, you will lead the acquisition and strategic growth of high-value clients (HNIs & UHNIs). You will drive substantial revenue through an advisory-led sales approach, offering a comprehensive suite of financial products while maintaining the highest standards of compliance discipline.

## Key Responsibilities

• HNI/UHNI Acquisition: Prospect, onboard, and build a high-quality book of HNI and UHNI clients through direct sourcing, networking, and referrals.
• Equity Margin Focus: Actively focus on the acquisition of premium client accounts with substantial equity margin.
• Portfolio Management & Growth: Manage existing client portfolios effectively, driving Asset Under Management (AUM) growth through personalized and suitable investment solutions.
• Diversified Product Advisory: Cross-sell a sophisticated range of PCG products, including Equity Advisory, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance, and Fixed Income/Bonds.
• Relationship Building: Cultivate trusted, long-term relationships with clients by conducting regular portfolio reviews and providing timely market updates.
• Compliance & Governance: Ensure absolute adherence to all regulatory guidelines, risk management policies, and internal governance frameworks.

## What We Are Looking For

• Experience: 4–5 years of proven track record in PCG Sales, Wealth Management, or Private Banking.
• Track Record: A demonstrable history of successful client acquisition, relationship retention, and substantial AUM growth.
• Product Knowledge: Deep understanding of the Indian financial markets and sophisticated wealth products (Equity, PMS, AIF, Structured Products).
• Skills: Exceptional communication, negotiation, and relationship management skills with an innate ability to connect with high-net-worth individuals.

## What We Offer

• Competitive Compensation: Fixed salary up to 10 LPA (commensurate with experience and current CTC).
• Uncapped Earning Potential: Highly rewarding and transparent incentive structures tied directly to your performance.
• Career Growth: A fast-paced, professional environment with immense scope to scale your career in wealth management.