Relationship Manager

1 week ago

Delhi, Delhi, India PCJ Holdings Full time ₹ 2,50,00,000 - ₹ 5,00,00,000 per year

About PCJ Holdings Pvt. Ltd.

PCJ Holdings Pvt. Ltd. is a trusted financial services firm with decades of legacy in wealth creation and investment distribution. As an NSE, BSE, MCX, and NSDL registered member and an AMFI-registered Mutual Fund Distributor (ARN 63632), we empower individuals, HNIs, UHNIs, corporates, and institutions to grow their wealth across multiple asset classes — Stocks, Mutual Funds, PMS, AIFs, Commodities, Fixed Income, and Alternative Investments.

We are looking for dynamic professionals to join our growing wealth management team in Delhi.

Key Responsibilities

  • Acquire and manage a portfolio of
    HNIs/UHNIs, Retail Affluent, and Corporate clients
    .
  • Prospect, onboard, and manage
    investment distributors / IFAs
    to expand product reach.
  • Understand client needs, assess risk appetite, and recommend suitable investment products (Mutual Funds, PMS, AIFs, Alternative Investments, Fixed Income, etc.).
  • Conduct regular
    portfolio reviews, client meetings, webinars, and investor events
    to strengthen relationships.
  • Manage the complete sales cycle:
    lead generation, pitching, documentation, closure, and post-investment servicing
    .
  • Coordinate with internal teams (
    product, operations, compliance
    ) to ensure seamless execution.
  • Use
    digital and social media platforms
    to educate clients, build trust, and increase visibility.
  • Achieve
    sales and revenue targets
    including AUM growth, client onboarding, and distributor partnerships.

What We're Looking For

  • 2 to 7 years
    of relevant experience in
    wealth management, investment advisory, mutual fund distribution, or financial product sales
    .
  • Strong understanding of
    wealth/investment products
    and ability to pitch complex financial solutions.
  • Proven track record of
    working with HNI / UHNI clients
    and distributor/IFA engagement.
  • Excellent
    communication and relationship-building
    skills.
  • Strong phone and in-person presence; ability to manage multiple clients simultaneously.
  • Self-driven, result-oriented, and comfortable in a
    fast-paced fintech/startup environment
    .

Preferred Qualifications

  • Bachelor's degree in
    Finance, Commerce, Economics, or related fields
    (MBA is a plus).
  • Professional certifications such as
    NISM
  • CA, CFP or CFA
    (preferred but not mandatory).
  • Prior experience in
    fintech, wealth-tech, or alternative investments
    will be an added advantage.

Additional Requirements (Pre-requisites)

  • Prior experience in
    Private Banking / Wealth Management setup
    .
  • Experience in selling products like
    Mutual Funds, PMS, Structured Products, Alternative Investments
    .
  • Ability to handle clients with
    minimum ₹25l+ investible surplus
    .
  • Strong
    analytical and portfolio advisory skills
    .
  • Consistent job stability – minimum
    3–4 years tenure
    in present/previous organizations.

Why Join PCJ Holdings Pvt. Ltd.?

  • Legacy-driven brand with
    over 30+ years of trust
    in financial markets.
  • Wide spectrum of products:
    Stocks | Mutual Funds | PMS | AIFs | Commodities | Alternative Investments
    .
  • Opportunity to work directly with
    HNIs, UHNIs, and Corporates
    .
  • Fast growth in an expanding
    wealth-tech ecosystem
    .
  • Supportive team culture with strong compliance and operational backing.


Job Location:

803, Nirmal Tower, Barakhamba Road,

Connaught Place, New Delhi – 110001


Contact:


Email:
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