Job Title: PCG Elite Relationship Manager (Private Banking) – Chennai
Location: Chennai
Role Summary:
The PCG Elite Relationship Manager will be responsible for managing and growing relationships with High Net Worth (HNI/UHNI) clients by providing comprehensive wealth management and private banking solutions. The role focuses on client acquisition, portfolio growth, investment advisory, and revenue generation across wealth products. (iimjobs.com)
Key Responsibilities:
Manage and deepen relationships with HNI/UHNI clients.
Provide investment solutions across Mutual Funds, PMS, AIFs, Structured Products, Direct Equity, Alternate Investments, and Lending Solutions.
Acquire new affluent clients through networking, referrals, and market penetration.
Conduct portfolio reviews and offer customized wealth creation, preservation, and succession planning strategies.
Achieve AUM, revenue, and client acquisition targets.
Collaborate with product, research, a...