PCG Wealth Manager

Role Overview

This position is for a PCG Wealth Manager based in Ahmedabad, with a focus on serving high-net-worth and ultra-high-net-worth clients. The role involves building a strong client base, deepening portfolio activity, and contributing to revenue growth through advisory and sales-led relationship management.

Key Responsibilities

You will be responsible for sourcing and converting premium clients, strengthening the PCG book, and guiding clients across multiple market segments. The job also includes promoting suitable third-party financial products and supporting overall portfolio activation.

Client Acquisition and Relationship Management

• Identify and approach potential HNI and UHNI prospects.
• Convert high-value leads into active clients.
• Expand and manage the PCG client base through relationship-driven selling.
• Maintain strong client engagement while working toward financial and revenue goals.

Advisory and Product Pitching

• Advise clients on equity, derivatives, currency, and commodity markets.
• Support portfolio activation through informed market recommendations.
• Pitch third-party financial products such as mutual funds, PMS, and insurance.

Candidate Profile

The ideal applicant should be a graduate, preferably with NISM VIII certification, and should have a demonstrated history of managing HNI relationships and meeting business targets. Prior experience in equity broking, advisory, and premium client handling will be valuable for success in this role.

Additional Information

This opportunity is offered by a manpower organization that has been hiring for banking, broking, and infrastructure companies since 2011. The organization has 15 years of experience in providing employment opportunities, including roles up to C-level positions.

Contact Details

For more information, contact Ruhi at 9380523441.