PCG Sales Head

Findoc Investmart Private; DLF City Phase 2; On-site; INR 6,000,000 - 12,000,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Health insurance

Growth opportunities

Work-life balance

Job summary

A wealth management firm is seeking a dynamic Head of Premier Client Group (PCG) Desk in Haryana, India. The role involves acquiring and managing Ultra High Net Worth Individuals by providing comprehensive financial solutions. Candidates should have over 8 years of wealth management experience and a deep understanding of financial products like PMS and AIF. This leadership position offers a competitive salary, performance-based incentives, and opportunities for career growth in a high-paced environment.

Qualifications

• 8+ years in wealth management, focusing on UHNWIs and HNWIs.
• Expertise in selling portfolios and managing high-value relationships.
• Hands-on stock market experience, particularly in algo trading.
• Experience in banking and broking environments, managing Premier Clients preferred.

Responsibilities

• Acquire and manage UHNWIs with tailored wealth management strategies.
• Build relationships and develop a comprehensive sales strategy.
• Mentor and manage a team, ensuring exceptional service delivery.
• Develop and execute a sales strategy to expand the PCG business using networks and market intelligence.
• Manage sales processes for large-ticket AIF investments and portfolio construction.

Skills

Wealth management expertise

Client relationship management

Sales strategy development

Financial product knowledge

Team leadership and mentoring

AIF

Algo trading

Portfolio diversification

Regulatory compliance

Team leadership

Education

Bachelor’s degree in Finance or related field

CFA/CFP certification

Job description

Findoc Investmart Private Ltd | Full time

Findoc is seeking an experienced and dynamic Head of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading. You will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth. This is a high-responsibility role with the opportunity to expand your client base and team, contributing directly to the company's success.

Key Responsibilities

Client Acquisition & Business Development

• Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
• Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds and other investment products.
• Build relationships with clients, understand their financial goals, and position Findoc’s offerings as optimal solutions to their needs.
• Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
• Manage the sales process for large‑ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Client Relationship Management

• Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
• Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
• Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
• Cross‑sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.
• Develop, mentor and manage a high‑performing team of relationship managers, client servicing professionals and other staff members.
• Foster a collaborative, client‑centric team culture, ensuring each member delivers exceptional service and meets client expectations.
• Actively recruit and onboard additional team members to expand the PCG desk and scale the business.
• Set clear performance goals for team members and provide regular coaching and development opportunities.

Investment Product Expertise

• Maintain a deep understanding of various financial products such as PMS, AIFs, bonds and mutual funds, and be able to communicate their features and benefits effectively to clients.
• Stay updated with developments in the stock market, including trading strategies, new investment products and regulatory changes.
• Have hands‑on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
• Guide clients on risk management strategies, portfolio diversification and wealth preservation techniques.
• Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
• Regularly track and report sales performance, client acquisition and retention metrics to senior management.
• Analyze market trends and competitor offerings to identify new business opportunities and growth areas.

Compliance & Risk Management

• Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
• Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.
• Ensure the team is aligned with risk management protocols and is well‑informed on market volatility and client risk tolerance.

Requirements

Experience

• Minimum 8 years of experience in wealth management, financial product distribution or stock market sales, with a focus on UHNWIs and HNWIs.
• Proven track record in selling large portfolios, AIF tickets and managing high‑value relationships.
• Expertise in various financial products such as PMS, AIF, bonds, mutual funds and experience with stock market investments and algo trading.
• Experience in both banking and broking environments, managing Premier Clients will be highly preferred.

Educational Background

• Bachelor’s degree in Finance, Economics, Business Administration or a related field.
• Additional certifications such as CFA, CFP or equivalent are an advantage.
• Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
• In‑depth knowledge of wealth management products, investment strategies and market dynamics.
• Hands‑on experience with stock market trading and understanding of algorithmic trading strategies.
• Exceptional communication, negotiation and interpersonal skills, with the ability to build trust with clients.
• Leadership skills, with experience in managing, mentoring and motivating a team.
• Strong analytical and problem‑solving abilities, capable of understanding complex client needs and providing tailored financial solutions.
• Ability to work under pressure and meet sales and business growth targets.

Personal Attributes

• Client‑focused with a high level of professionalism and integrity.
• Self‑motivated, results‑driven and capable of operating independently as well as part of a team.
• Entrepreneurial mindset with the ability to drive business growth in a competitive market.
• Competitive Salary: Attractive base salary commensurate with experience.
• Variable Compensation: Performance‑based incentives.
• Health Insurance: Co‑payment basis for employee health coverage.
• Growth Opportunities: A dynamic, high‑growth environment that offers significant potential for career advancement.
• Work‑Life Balance: A collaborative and supportive work culture.