PCG Relationship Manager

Job Description

Job Title: PCG Relationship Manager (Private Client Group)Locations: Chennai, Coimbatore, Salem, Trichy, Madurai, Kochi, Trivandrum, Ernakulam, Calicut, Palakkad, ThrissurExperience Required: 4-9 Years Industry: Wealth Management / Broking / Financial Services Employment Type: Full-TimeWe are hiring experienced professionals for the role of PCG Relationship Manager (Private Client Group) for multiple locations across South India. The role is focused on managing and growing relationships with High Net-worth Individuals (HNI clients) by providing wealth management and investment advisory solutions.The candidate will be responsible for handling an existing portfolio of HNI clients while also acquiring new clients and driving overall revenue growth through investment products and brokerage business.Key Responsibilities:
• Manage and service an existing portfolio of HNI/UHNI clients.
• Drive growth in Assets Under Management (AUM) and overall revenue generation.
• Provide investment advisory services across:
• Equity
• Derivatives
• Mutual Funds
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Acquire new HNI clients through references, networking, and market activities.
• Build long-term client relationships and ensure high-quality client servicing.
• Achieve brokerage and third-party product revenue targets.
• Track market trends and provide suitable investment opportunities to clients.
• Ensure compliance with KYC, SEBI, and exchange regulations.
Candidate Profile:
• 4-9 years of experience in Wealth Management, Retail Broking, Private Banking, or Financial Advisory.
• Strong understanding of capital markets and investment products.
• Good relationship management and client acquisition skills.
• Experience in handling HNI clients and managing investment portfolios.
• Target-oriented and result-driven approach.
Educational Qualification:
• Graduate / Post Graduate in any discipline.
Mandatory Certifications:
• NISM Series V-A
• NISM Series VIII

Keyskills :
private bankingpmsderivativespcginvestment advisorywealth managementbrokingcapital markethni acquisition