PCG Relationship Manager

What You'll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clients updated on market movements and adjust portfolios to align with their financial goals. Sales & Advisory: Promote a range of financial products like Mutual Funds, Equity Advisory, AIFs, PMS, Structured Products, FDs, and LAS to drive revenue and profitability. MTF Book Expansion: Grow the Margin Trading Facility (MTF) portfolio consistently - month after month. Account Activation: Ensure smooth activation of client trading accounts. Guide new investors through market dynamics to build long-term engagement. Client Monitoring & Engagement: Keep an eye on daily client activities, resolve queries within defined TATs, and conduct regular review meetings to deepen relationships. Compliance First: Follow all compliance and risk management protocols. Maintain a spotless record with zero tolerance for errors. Idea Sharing: Actively communicate market insights and investment recommendations to help clients make informed decisions. What Were Looking For: Qualifications & Experience: 5+ years in the Broking/Wealth Management space, with at least 2 years focused on managing UHNI/PCG clients. Strong existing relationships in the wealth segment. Certified with NISM and other relevant regulatory credentials. MBA preferred; CA or CFA is a plus. Key Skills: Strong grasp of capital markets and financial products. Excellent communication and presentation skills. Great people skills with a client-first mindset. Energetic, self-driven, and target-oriented. This is a high-impact role designed for seasoned professionals ready to level up in wealth management and make a tangible difference in clients financial journeys