PCG Elite Sales - Wealth Management

Were Hiring: PCG Elite Sales | Wealth Management Role

Role: PCG Elite Sales (Wealth Management)
Location: Chennai
Experience: 6–8 Years
Qualification: Post Graduate (Preferred from Premier Institutes)

Key Responsibilities:
Build and implement strategies for wealth creation, preservation & enhancement
Manage and grow HNI/UHNI client portfolios
Offer tailored investment solutions across:
Mutual Funds | PMS/AIF | Alternate Assets
Direct Equity | Structured Products
Unlisted Investments | Loan Products
Collaborate with research & product teams to deliver the best financial solutions
Conduct periodic portfolio reviews & advisory sessions
Acquire new clients & build long-term relationships
Ensure compliance with KYC/SEBI regulations
Achieve revenue targets & drive business growth

What We’re Looking For:
6–8 years in Wealth Management / Private Banking
Strong networking & client acquisition skills
Target-driven & self-motivated
Excellent communication & relationship-building ability
Client-first mindset with strong advisory skills