Relationship Manager

AVP/DVP – Private Client Group (PCG) || Gujarat

Location:

Profile-: AVP/DVP – Private Client Group (PCG)

Experience- 12 + years

Ctc- Depends on interview

Reporting To:

Key Responsibilities

Strategic Leadership

• Define and execute the overall

  PCG strategy

  in alignment with business objectives.
• Build and scale the PCG business with a clear focus on sustainable revenue growth and profitability.
• Identify new business opportunities, market segments and product strategies.

Client Acquisition & Relationship Management

• Develop and nurture long-term relationships with HNI / UHNI clients, promoters, business families and family offices.
• Personally manage key marquee relationships and act as a trusted advisor.
• Drive client acquisition through referrals, networking, alliances and market presence.

Revenue & Business Growth

• Own

  AUM, revenue, and profitability targets

  for the PCG vertical.
• Ensure high wallet share and client engagement.

Team Building & People Leadership

• Build, mentor and lead a high-performing team of relationship managers, dealers and support staff.
• Set clear performance goals, conduct regular reviews and ensure capability building.
• Create a strong performance culture with high ethical standards.

Product & Advisory Excellence

• Work closely with research, product and investment teams to deliver high-quality advisory solutions.
• Ensure suitability, compliance and best-in-class client experience.
• Provide market insights and guidance to clients during different market cycles.

Governance & Compliance

• Ensure all activities are in line with regulatory requirements, internal policies and compliance standards.
• Uphold the highest standards of integrity, transparency and client trust.

Key Deliverables / KPIs

• AUM growth (new + existing clients)
• Revenue & profitability of PCG vertical
• Client acquisition and retention metrics
• Team productivity and performance
• Client satisfaction and relationship depth

Desired Profile

Education

• MBA / CA / CFA or equivalent from a reputed institute.

Experience

• 12–18+ years of experience in

  Wealth Management / Private Banking / Broking / PCG

  with at least 5+ years in a leadership role.
• Proven track record of managing HNI/UHNI relationships and building high-performing teams.
• Strong understanding of capital markets, products and investment advisory.

Key Skills & Competencies

• Strong relationship management and networking skills
• Strategic thinking with execution capability
• Leadership presence and team-building ability
• Commercial acumen and result orientation
• High ethical standards and client-first mindset
• Excellent communication and stakeholder management