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 Were 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

• Bachelors 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 34 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

Contact:

Email: |