{"id":224,"date":"2025-07-05T11:53:23","date_gmt":"2025-07-05T11:53:23","guid":{"rendered":"https:\/\/mitrhr.com\/current-openings\/?p=224"},"modified":"2025-07-05T11:53:49","modified_gmt":"2025-07-05T11:53:49","slug":"pcg-relationship-manager","status":"publish","type":"post","link":"https:\/\/mitrhr.com\/current-openings\/2025\/07\/05\/pcg-relationship-manager\/","title":{"rendered":"PCG Relationship Manager"},"content":{"rendered":"\n

To apply: Share your resumes on shriyam.y@mitrhr.com and sneha.g@mitrhr.com<\/mark><\/strong><\/p>\n\n\n\n

\ud83d\udccd Location:<\/strong> Bangalore
\ud83e\udde0 Experience:<\/strong> 5\u201312 Years (Minimum 5 Years in Broking Industry with Good Stability)
\ud83c\udf93 Qualification:<\/strong> Graduate\/Postgraduate
\ud83d\uddc2\ufe0f Industry Preference:<\/strong> Broking\/Banking<\/p>\n\n\n\n

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\ud83d\udd39 Role Summary:<\/strong><\/h3>\n\n\n\n
We\u2019re seeking a seasoned PCG Relationship Manager<\/strong> to lead direct sales initiatives and manage a high-value portfolio of HNI clients. The ideal candidate will bring deep expertise in equity and investment products, a strong existing AUM base, and the ability to drive consistent revenue growth.<\/p>\n\n\n\n
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\ud83d\udd39 Key Responsibilities:<\/strong><\/h3>\n\n\n\n
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Acquire and grow HNI client base through networking, referrals, and market outreach.<\/li>\n\n\n\n
Promote and sell financial products: Mutual Funds, Insurance, PMS, Structured Products<\/strong>.<\/li>\n\n\n\n
Maintain a book of 12\u201315 Cr AUM<\/strong>, including at least \u20b95\u20136 Cr in equity investments<\/strong>.<\/li>\n\n\n\n
Manage 25\u201330 HNI clients<\/strong>, ensuring personalized relationship management.<\/li>\n\n\n\n
Drive monthly targets, product focus campaigns, and cross-selling initiatives.<\/li>\n\n\n\n
Participate in new client acquisition through equity transfers or fresh investments.<\/li>\n\n\n\n
Deliver a superior client experience through regular meetings, updates, and proactive service.<\/li>\n\n\n\n
Meet individual and desk-level revenue targets across broking and non-broking products.<\/li>\n<\/ul>\n\n\n\n
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\ud83d\udd39 Core Skills Required:<\/strong><\/h3>\n\n\n\n
Functional Skills:<\/h4>\n\n\n\n
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Strong understanding of capital markets, financial planning, and portfolio management<\/strong>.<\/li>\n\n\n\n
Experience managing bank AUM and client assets across products.<\/li>\n\n\n\n
Ability to pitch and close high-ticket investment solutions.<\/li>\n<\/ul>\n\n\n\n
Behavioral Traits:<\/h4>\n\n\n\n
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Go-getter mindset with sales orientation.<\/li>\n\n\n\n
High client service focus and interpersonal communication.<\/li>\n\n\n\n
Ability to work independently and under pressure.<\/li>\n<\/ul>\n\n\n\n
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<\/h3>\n<\/body>","protected":false},"excerpt":{"rendered":"
To apply: Share your resumes on shriyam.y@mitrhr.com and sneha.g@mitrhr.com \ud83d\udccd Location: Bangalore\ud83e\udde0 Experience: 5\u201312 Years (Minimum 5 Years in Broking Industry with Good Stability)\ud83c\udf93 Qualification: Graduate\/Postgraduate\ud83d\uddc2\ufe0f Industry Preference: Broking\/Banking \ud83d\udd39…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[41],"class_list":["post-224","post","type-post","status-publish","format-standard","hentry","category-jobs","tag-pcgrm-relationshipmanager-hnisales-brokingjobs-financejobs-wealthmanagement-equityadvisory-investmentsales-hiringnow-mitrhrjobs-bangalorejobs-salesinfinance-capitalmarketsjobs"],"_links":{"self":[{"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/posts\/224","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/comments?post=224"}],"version-history":[{"count":1,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/posts\/224\/revisions"}],"predecessor-version":[{"id":225,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/posts\/224\/revisions\/225"}],"wp:attachment":[{"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/media?parent=224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/categories?post=224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mitrhr.com\/current-openings\/wp-json\/wp\/v2\/tags?post=224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}