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Relationship Manager / Wealth Manager
PCJ HoldingsNew Delhi, Delhi, India2 days ago
Job description2 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 . 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. 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. 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.
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
Preferred Qualifications
Additional Requirements (Pre-requisites)
Why Join PCJ Holdings Pvt. Ltd.?
📍 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
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