Pcg Relationship Manager

Hipotz; Chennai District, Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Hipotz in India seeks a mid-level equity derivatives expert to grow the UHNI and large self-trader client base across Chennai and adjacent markets. You will leverage deep markets knowledge and established relationships to pitch structured products, mutual funds, AIFs, PMS and related investment solutions.

The role emphasizes multi-product cross-selling, strong risk awareness, and close collaboration with risk and operations teams to ensure smooth and compliant execution for high-value clients.

Qualifications

• Deep knowledge of equity derivatives markets and client relationships in the region.
• Able to pitch UHNI/Family offices and secure large ticket clients (typical 5 Crs+ per account).
• Offer a bouquet of structured products, MFs, AIFs, PMS, etc.

Responsibilities

• Expand client base by adding UHNI, Large Self Trader and corporate clients.
• Maintain relationships with HNI and corporate investors.
• Maximize wallet share through equity and cross-sell of Alternative Investments, Fixed Income, Forex, PMS, AIFs, etc.
• Drive cross-sell across existing and new clients.
• Exhibit business acumen to optimize risk-to-reward.
• Coordinate with Risk and Operations for smooth execution.

Skills

Equity Derivatives

UHNI Clients

Client Relationship

Cross-Sell

Job description

Role expectations

RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography.
S/he is able to pitch & acquire UHNI/ Family offices clients (typical ticket size is 5 Crs.+ Per Account & above) & pitch clients the bouquet of structured products, MFs, AIFs, PMS, etc..

Role Responsibilities

• Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.
• Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.
• Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,
• Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients needs and desired Profitability from Cross Sell segment to existing and new clients
• Exhibit high level of business acumen to achieve optimum Risk to Reward
• Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.

Functional & Behavioural Competencies

• Adherence to Corporate & Regulatory Governance Risk framework
• Strong Capital Markets Knowledge – Cash, F&O, Currency
• Expertise in Structured & Wealth products – MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNWI client segments
• Hunger/Passion to grow business, problem solving skills
• Social Intelligence

PQE – 4 - 8 yrs. of work exp. (Mid level)

• 1. Incentives scheme is lucrative & one of the best amongst the industry
• 2. Annual payouts of Incentives
• 3. No upper cap on incentives earning potential
• 4. For new joiners, incentive gate opens at 2x of productivity