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Relationship Manager / Wealth Manager

Relationship Manager / Wealth Manager

PCJ HoldingsNew Delhi, Delhi, India
18 hours ago
Job description

About PCJ Holdings Pvt. Ltd.

PCJ Holdings Pvt. Ltd. is a trusted financial services firm with decades of legacy in wealth creation and investment distribution. As an NSE, BSE, MCX, and NSDL registered member and an AMFI-registered Mutual Fund Distributor (ARN 63632), we empower individuals, HNIs, UHNIs, corporates, and institutions to grow their wealth across multiple asset classes — Stocks, Mutual Funds, PMS, AIFs, Commodities, Fixed Income, and Alternative Investments.

We are looking for dynamic professionals to join our growing wealth management team in Delhi.

Key Responsibilities

  • Acquire and manage a portfolio of HNIs / UHNIs, Retail Affluent, and Corporate clients .
  • Prospect, onboard, and manage investment distributors / IFAs to expand product reach.
  • Understand client needs, assess risk appetite, and recommend suitable investment products (Mutual Funds, PMS, AIFs, Alternative Investments, Fixed Income, etc.).
  • Conduct regular portfolio reviews, client meetings, webinars, and investor events to strengthen relationships.
  • Manage the complete sales cycle : lead generation, pitching, documentation, closure, and post-investment servicing .
  • Coordinate with internal teams ( product, operations, compliance ) to ensure seamless execution.
  • Use digital and social media platforms to educate clients, build trust, and increase visibility.
  • Achieve sales and revenue targets including AUM growth, client onboarding, and distributor partnerships.

What We’re Looking For

  • 2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales .
  • Strong understanding of wealth / investment products and ability to pitch complex financial solutions.
  • Proven track record of working with HNI / UHNI clients and distributor / IFA engagement.
  • Excellent communication and relationship-building skills.
  • Strong phone and in-person presence; ability to manage multiple clients simultaneously.
  • Self-driven, result-oriented, and comfortable in a fast-paced fintech / startup environment .

    • Preferred Qualifications

  • Bachelor’s degree in Finance, Commerce, Economics, or related fields (MBA is a plus).
  • Professional certifications such as NISM
  • CA, CFP or CFA (preferred but not mandatory).
  • Prior experience in fintech, wealth-tech, or alternative investments will be an added advantage.

    • Additional Requirements (Pre-requisites)

  • Prior experience in Private Banking / Wealth Management setup .
  • Experience in selling products like Mutual Funds, PMS, Structured Products, Alternative Investments .
  • Ability to handle clients with minimum ₹25l+ investible surplus .
  • Strong analytical and portfolio advisory skills .
  • Consistent job stability – minimum 3–4 years tenure in present / previous organizations.

    • Why Join PCJ Holdings Pvt. Ltd.?

  • Legacy-driven brand with over 30+ years of trust in financial markets.
  • Wide spectrum of products : Stocks | Mutual Funds | PMS | AIFs | Commodities | Alternative Investments .
  • Opportunity to work directly with HNIs, UHNIs, and Corporates .
  • Fast growth in an expanding wealth-tech ecosystem .
  • Supportive team culture with strong compliance and operational backing.

    • 📍 Job Location :

    803, Nirmal Tower, Barakhamba Road,

    Connaught Place, New Delhi – 110001

    📞 Contact : +91 8800716262

    📧 Email : help@pcjholdings.in | abhishekjain2093@gmail.com

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    Relationship Manager • New Delhi, Delhi, India