Job Title: Group Leader - PCG Wealth (HNI Sales)
Location: Kolkata, Mumbai
Job Summary:
We are looking for a dynamic Group Leader - PCG Wealth to drive revenue through HNI client acquisition and relationship management. The role involves leading a team of Relationship Managers and delivering high-quality financial advisory services to high-value clients.
Key Responsibilities:
- Lead and manage a team of 8-10 Relationship Managers (RMs)
- Drive AUM growth through HNI client acquisition and relationship management
- Support team in advising clients on investment strategies & portfolio management
- Build and maintain strong relationships with existing HNI clients
- Increase wallet share through cross-selling financial products
- Identify and convert potential HNI prospects
- Stay updated on market trends, financial products, and investment opportunities
- Coordinate with research/product teams for portfolio recommendations
- Organise seminars, workshops, and client engagement activities
Pre-Requisites:
- Team handling experience (minimum 6+ members)
- Experience in Broking / Private Banking / Wealth Management
- Managed HNI clients with investments of 50 Lakhs+
- Stable career tenure in previous roles
Qualifications:
- MBA / PGDM or Graduate (Finance/Marketing/Related fields)
- CFP or relevant certifications (preferred)
Experience Required:
- 10+ years in HNI sales, wealth management, or financial advisory
- Strong exposure to client acquisition & relationship management
Desired Skills:
- Strong leadership & team management
- Excellent communication & interpersonal skills
- Deep understanding of financial markets & investment products
- Ability to build trust with HNI clients
- Analytical mindset with solution-oriented approach
Suitability Criteria (Must-Have):
- Currently working in Kolkata market for 4+ years
- Strong English communication skills
- Must have a ready team of 45 Wealth Managers
- Personal Wealth AUM: 40 Cr+
- Team Wealth AUM: 60 Cr+
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