Group Leader - PCG Wealth - HNI Sales

Job Title: Group Leader - PCG Wealth (HNI Sales) Location: Kolkata, Mumbai Job Summary: We are looking for a dynamic Group Leader - PCG Wealth to drive revenue through HNI client acquisition and relationship management. The role involves leading a team of Relationship Managers and delivering high-quality financial advisory services to high-value clients. Key Responsibilities: - Lead and manage a team of 8-10 Relationship Managers (RMs) - Drive AUM growth through HNI client acquisition and relationship management - Support team in advising clients on investment strategies & portfolio management - Build and maintain strong relationships with existing HNI clients - Increase wallet share through cross-selling financial products - Identify and convert potential HNI prospects - Stay updated on market trends, financial products, and investment opportunities - Coordinate with research/product teams for portfolio recommendations - Organise seminars, workshops, and client engagement activities Pre-Requisites: - Team handling experience (minimum 6+ members) - Experience in Broking / Private Banking / Wealth Management - Managed HNI clients with investments of 50 Lakhs+ - Stable career tenure in previous roles Qualifications: - MBA / PGDM or Graduate (Finance/Marketing/Related fields) - CFP or relevant certifications (preferred) Experience Required: - 10+ years in HNI sales, wealth management, or financial advisory - Strong exposure to client acquisition & relationship management Desired Skills: - Strong leadership & team management - Excellent communication & interpersonal skills - Deep understanding of financial markets & investment products - Ability to build trust with HNI clients - Analytical mindset with solution-oriented approach Suitability Criteria (Must-Have): - Currently working in Kolkata market for 4+ years - Strong English communication skills - Must have a ready team of 45 Wealth Managers - Personal Wealth AUM: 40 Cr+ - Team Wealth AUM: 60 Cr+