PCG Advisory Role - HNI Segment - Asset Management

We need to immediately accelerate hiring on the PCG Advisory side.

Candidates with a strong B2C background and a reasonably established HNI client base should be actively considered. Additionally, Retail-side profiles with experience in handling higher ticket sizes and a stable tenure may also be evaluated.

We're Hiring: PCG Advisory - HNI Segment

Location : Kolkata

Industry : Asset Management

Hiring for : Leading AMC

We are looking for a dynamic and result-oriented PCG Advisory professional with strong experience in handling HNI clients and managing large ticket investments for a leading Asset Management Company in Kolkata.

Role: PCG Advisory (HNI Segment)

Experience Required: Minimum 2 Years

Key Responsibilities:

- Managing and acquiring High Net-Worth Individual (HNI) clients

- Handling large ticket-size investments across mutual funds and other investment products

- Providing customized investment solutions aligned with clients' financial goals

- Building and maintaining long-term client relationships

- Driving AUM growth and revenue targets

- Coordinating with internal teams for seamless client servicing

Ideal Candidate Profile:

- Minimum 2+ years of experience in Wealth Management / AMC / Banking / Financial Services

- Proven experience in handling HNI clients and large investment portfolios

- Strong knowledge of Mutual Funds and capital market products

- Excellent communication, presentation, and relationship management skills

- Target-driven and growth-oriented mindset

- This is an excellent opportunity to grow with a reputed Asset Management Company and build a strong career in wealth management.