
Pcg Relationship Manager
19 hours ago
This Opportunity is with a leading Financial Services company for their office in Mumbai location
Role: Sr. PCG Advisor
Experience: Years
Job Description:
Roles & Responsibilities:
- Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.
- Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.
- Create and manage diversified investment portfolios.
- Maintain accurate records of client interactions, transactions, and KYC documentation.
- Identify and onboard new clients through referrals, networking, and marketing initiatives.
- Stay updated on financial products, market developments, and regulatory changes.
Required Skillset:
- Qualification: Any Graduate Full Time
- Candidate should have experience Client acquisition, PCG, Investment products, TPP, Advisory, etc.
Interested Candidates can share their CV's
-
PCG - Advisor
2 weeks ago
Mumbai, Maharashtra, India AnandRathi Full timeJob DescriptionAnand Rathi share and stock brokers limited is looking for PCG - Advisor to join our dynamic team and embark on a rewarding career journey.Responsibilities:- Provide expert advice and insights on specific subject matters.- Assist clients or management in decision-making processes.- Conduct thorough research to support advisory services.-...
-
PCG Desk Head
2 weeks ago
Mumbai, Maharashtra, India AnandRathi Full timeJob DescriptionAnand Rathi share and stock brokers limited is looking for PCG Desk Head to join our dynamic team and embark on a rewarding career journey.- Lead and oversee the overall operations, strategy, and performance of the assigned department or organization- Develop and implement policies, processes, and objectives to achieve organizational goals-...
-
SVP/VP/ AVP/ Relationship Managers- PCG
3 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
Mumbai, Maharashtra, India Michael Page Full timeOpportunity to work with a top broking set upOpportunity to lead PCG advisory for commodities verticalAbout Our ClientThe organization is a large-scale entity in the financial services sector, with a broad reach across India. Known for its robust investment and asset management division, the company provides high-quality banking and financial services.Job...
-
Assistant Relationship Manager
23 hours ago
Mumbai, Maharashtra, India Systematix Shares & Stocks Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Role: PCG (ARM)Qualification: Any GraduateExperience: Minimum 1 years1) Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.2) Maintaining and preparing portfolio and meeting client requirements. This may...
-
Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPosition - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and...
-
PCG Relationship Manager
20 hours ago
Mumbai, Maharashtra, India Unison International Consulting Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesClient Advisory Provide tailored financial advice and portfolio strategies to HNW/UHNW clients based on risk profile and financial goals.Client Acquisition Identify, engage, and onboard new high-net-worth clients through networking, referrals, and strategic outreach.Investment Products Recommend and manage a range of...
-
Hni Relationship Manager- Mumbai
19 hours ago
Mumbai, Maharashtra, India Bwise Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAcquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.
-
Assistant Manager
7 days ago
Mumbai, Maharashtra, India HRhelpdesk Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob InformationJob Opening IDZR_718_JOBDate Opened09/17/2025IndustryFinancial ServicesWork Experience5-10 yearsJob TypeFull timeSalaryConfidentialCityMumbaiState/ProvinceMaharashtraCountryIndiaZip/Postal Code400069Job DescriptionAbout the Company: The Organization is a well established Indian multinational conglomerate, the position is for their financial...
-
Hni Sales Manager
5 days ago
Mumbai, Maharashtra, India Scoresoftlabsopc Full time ₹ 15,00,000 - ₹ 25,00,000 per yearGreetings From Scorelabs Inc We Are Hiring HNI Sales Manager PCG Must have stability throughout their career with no frequent job changes and no gaps. Exclude candidates from retail broking or branch banking roles Call Hr Suvarna Required Candidate profileExp In Managing HNI & PCG Clients Candidates Should have 4+ Years Of Exp In Client Facing roles...