{"@context":"https://schema.org","@type":"JobPosting","title":"Pcg Relationship Manager","description":"

*Job Description* : PCG Wealth Manager

Company: Motilal Oswal Location: Mumbai

Experience: Minimum 5 years in wealth or channel management

*Role Objective*

The PCG Wealth Manager is responsible for managing and expanding a high-net-worth portfolio with a minimum book size of 20 crore. The role focuses on sourcing HNI/UHNI clients through established wealth channels and providing comprehensive financial advisory services.

*Key Responsibilities*

Portfolio Management: Acquire and grow an HNI/UHNI client base, maintaining a minimum book size of 20 crore.

Wealth Advisory: Offer a full spectrum of products, including equities, derivatives, mutual funds, insurance, debt, and alternate investments.

Client Sourcing: Utilize experience from premium channels (e.g., Burgundy, Imperia, or Privi RM) to drive new acquisitions.

Revenue Generation: Achieve targets through active cross-selling and incremental AUM growth.

Internal Coordination: Collaborate with research, trading, and product teams to ensure seamless service delivery.

*Candidate Requirements*

Background: Proven track record in wealth-channel sourcing with a managed book 20 CR.

Product Expertise: Strong knowledge of cash, derivatives, and structured products.

Communication: Exceptional interpersonal skills and a dedicated client orientation.

","datePosted":"2026-06-24T00:00:00.000Z","validThrough":"2026-08-23T00:00:00.000Z","employmentType":"FULL_TIME","identifier":{"@type":"PropertyValue","name":"myjobb-ai","value":"4316552"},"url":"https://myjobb.ai/jobs/pcg-relationship-manager/4316552","directApply":false,"hiringOrganization":{"@type":"Organization","name":"KG Engineering & Consultancy","logo":"https://img.naukimg.com/logo_images/groups/v1/mobile/11007260.gif","sameAs":"https://kgecs.com/"},"jobLocation":[{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai","addressRegion":"Maharashtra","addressCountry":"India"}}],"baseSalary":{"@type":"MonetaryAmount","currency":"INR","value":{"@type":"QuantitativeValue","minValue":1000000,"maxValue":2000000,"unitText":"YEAR"}}}