Role: PCG- Wealth Sales & AdvisoryLocation: Hyderabad / Bangalore
CTC: Up to 30 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.
- Strong 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.
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Pay: ₹3,000,000.00 per year
Work Location: In person
