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PCG Relationship Manager – HNI
2 months ago
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Important information
Contract type:
Permanent
Location:
Uri 193123
Work mode:
Onsite
Published on:
12 August 2026
What they need
Advising and managing Ultra HNI client portfolios, analyzing financial needs, risk appetite and recommending suitable investment solutions.
Upselling products like Mutual Funds, PMS, IAP, and Insurance to diversify and stabilize client portfolios.
Responsible for generating revenue through brokerage and third-party products (TPP).
Travel to meet clients and franchisees, building relationships and expanding the business network.
Candidate Profile
Minimum 2 year of experience in broking with a focus on managing large clients (HNWI, institutional clients) Advising & Trading Experience is must.
Expertise in third-party products (PMS, IAP, Insurance, PE, Mutual Funds, AIFs) will be an added advantage. _
Networking with the Clients & Franchisee,
Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products.
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