PCG Wealth Manager

Genius Consultants; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Genius Consultants in Kolkata seeks a seasoned Wealth Advisory Specialist to lead HNI/UHNI client acquisition and nurture long-term relationships. You will deliver customized investment guidance across Mutual Funds, PMS, AIF, Bonds, Insurance, and alternatives, tailoring strategies to client goals.

The role also covers portfolio reviews, risk profiling, and strategic reallocations aligned with market trends, driving AUM growth while ensuring compliant onboarding and collaboration with internal

Responsibilities

• HNI/UHNI client acquisition and portfolio expansion through strategic sourcing.
• Relationship management with premium clients via continuous engagement and high-quality service.

Job description

Role & responsibilities :

• HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG portfolio through strategic sourcing.
• Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery.
• Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and Alternate Investment products.
• Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic reallocations based on market trends.
• AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to maximize wallet share.
• Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance, and accurate documentation in line with regulatory norms.
• Market Intelligence: Stay informed of market movements, product changes, and economic developments to deliver proactive insights to clients.
• Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to ensure best-in-class advisory and service.
• Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk management frameworks.
• Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent engagement.