Relationship Manager / Wealth Manager

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