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 ofHNIs/UHNIs, Retail Affluent, and Corporate clients . Prospect, onboard, and manageinvestment distributors / IFAsto expand product reach. Understand client needs, assess risk appetite, and recommend suitable investment products (Mutual Funds, PMS, AIFs, Alternative Investments, Fixed Income, etc.). Conduct regularportfolio reviews, client meetings, webinars, and investor eventsto 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. Usedigital and social media platformsto educate clients, build trust, and increase visibility. Achievesales and revenue targetsincluding AUM growth, client onboarding, and distributor partnerships.What We’re Looking For 2 to 7 yearsof relevant experience inwealth management, investment advisory, mutual fund distribution, or financial product sales . Strong understanding ofwealth/investment productsand ability to pitch complex financial solutions. Proven track record ofworking with HNI / UHNI clientsand distributor/IFA engagement. Excellentcommunication and relationship-buildingskills. Strong phone and in-person presence; ability to manage multiple clients simultaneously. Self-driven, result-oriented, and comfortable in afast-paced fintech/startup environment .Preferred Qualifications Bachelor’s degree inFinance, Commerce, Economics, or related fields(MBA is a plus). Professional certifications such asNISM CA, CFP or CFA(preferred but not mandatory). Prior experience infintech, wealth-tech, or alternative investmentswill be an added advantage.Additional Requirements (Pre-requisites) Prior experience inPrivate Banking / Wealth Management setup . Experience in selling products likeMutual Funds, PMS, Structured Products, Alternative Investments . Ability to handle clients withminimum ₹25l+ investible surplus . Stronganalytical and portfolio advisory skills . Consistent job stability – minimum3–4 years tenurein present/previous organizations.Why Join PCJ Holdings Pvt. Ltd.? Legacy-driven brand withover 30+ years of trustin financial markets. Wide spectrum of products:Stocks | Mutual Funds | PMS | AIFs | Commodities | Alternative Investments . Opportunity to work directly withHNIs, UHNIs, and Corporates . Fast growth in an expandingwealth-tech ecosystem . Supportive team culture with strong compliance and operational backing.Job Location: 803, Nirmal Tower, Barakhamba Road, Connaught Place, New Delhi – 110001 Contact:+91 8800716262 Email:help@ | abhishekjain2093@
Job Title
Relationship Manager / Wealth Manager