PCG (Private Client Group) Sales Manager / Relationship Manager

The Premier Consultants ( Recruitment Company ); New Delhi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

The Premier Consultants (Recruitment Company) is seeking a Sales Manager/Relationship Manager for a leading Financial Services firm based in New Delhi. This role involves acquiring new affluent clients, managing existing portfolios, and generating revenue through various investment products.

Ideal candidates will have a degree, preferably an MBA, and 3+ years of experience in Wealth Management or similar fields. This position offers the opportunity to make a meaningful impact in a dynamic environment.

Interested candidates should share their CV at [e-mail].

Qualifications

• 3+ years of experience in Broking, Wealth Management, or Financial Services.
• Strong network of HNI/Affluent clients preferred.
• Ability to achieve revenue and acquisition targets.

Responsibilities

• Acquire new HNI/UHNI and affluent clients through market outreach.
• Generate revenue through sales of investment products.
• Manage and grow existing client portfolios.
• Advise clients on investment opportunities based on market trends.

Skills

Relationship management

Sales skills

Communication skills

Understanding of financial markets

Education

Graduate/Postgraduate in any discipline (MBA preferred)

Job description

Hiring for PCG (Private Client Group) Sales Manager / Relationship Manager With a Leading Financial Services Firm

Experience: 3+ years

Job Locations: Delhi, Chandigarh, Ludhiana, Kanpur, Lucknow

Key Responsibilities

Acquire new HNI/UHNI and affluent clients through referrals, networking, and market outreach.

Generate revenue through sales of investment and wealth products including:

• Equity & Derivatives
• Mutual Funds
• PMS/AIF
• Bonds & Fixed Income Products
• Insurance Products

Manage and grow existing client portfolios.

Develop strong relationships with clients and provide investment solutions based on their financial goals.

Achieve monthly, quarterly, and annual business targets.

Cross-sell financial products to increase wallet share.

Coordinate with research, advisory, and product teams to deliver superior client service.

Monitor market trends and proactively advise clients on investment opportunities.

Ensure compliance with regulatory and internal guidelines.

Candidate Profile

Graduate/Postgraduate in any discipline (MBA preferred).

Experience in Broking, Wealth Management, Private Banking, Retail Banking, or Financial Services.

Strong network of HNI/Affluent clients preferred.

Excellent communication, relationship management, and sales skills.

Strong understanding of financial markets and investment products.

Ability to achieve revenue and acquisition targets.

If you're ready to take the next step in your career and make a meaningful impact, let's connect!

Interested Candidates Share their CV at: [e-mail]