Relationship Manager

Urgent Hiring ||  AVP/DVP – Private Client Group (PCG) || Gujarat

Location:

Ahmedabad
Profile-: AVP/DVP – Private Client Group (PCG)
Experience- 12 + years
Ctc
- Depends on interview
Reporting To:  CEO – Wealth & Capital Markets

Key Responsibilities
Strategic Leadership
Define and execute the overall  PCG strategy  in alignment with business objectives.
Build and scale the PCG business with a clear focus on sustainable revenue growth and profitability.
Identify new business opportunities, market segments and product strategies.
Client Acquisition & Relationship Management
Develop and nurture long-term relationships with HNI / UHNI clients, promoters, business families and family offices.
Personally manage key marquee relationships and act as a trusted advisor.
Drive client acquisition through referrals, networking, alliances and market presence.
Revenue & Business Growth
Own  AUM, revenue, and profitability targets  for the PCG vertical.
Ensure high wallet share and client engagement.
Team Building & People Leadership
Build, mentor and lead a high-performing team of relationship managers, dealers and support staff.
Set clear performance goals, conduct regular reviews and ensure capability building.
Create a strong performance culture with high ethical standards.
Product & Advisory Excellence
Work closely with research, product and investment teams to deliver high-quality advisory solutions.
Ensure suitability, compliance and best-in-class client experience.
Provide market insights and guidance to clients during different market cycles.
Governance & Compliance
Ensure all activities are in line with regulatory requirements, internal policies and compliance standards.
Uphold the highest standards of integrity, transparency and client trust.
Key Deliverables / KPIs
AUM growth (new + existing clients)
Revenue & profitability of PCG vertical
Client acquisition and retention metrics
Team productivity and performance
Client satisfaction and relationship depth
Desired Profile
Education

• MBA / CA / CFA or equivalent from a reputed institute.
Experience
12–18+ years of experience in  Wealth Management / Private Banking / Broking / PCG  with at least 5+ years in a leadership role.
Proven track record of managing HNI/UHNI relationships and building high-performing teams.
Strong understanding of capital markets, products and investment advisory.
Key Skills & Competencies
Strong relationship management and networking skills
Strategic thinking with execution capability
Leadership presence and team-building ability
Commercial acumen and result orientation
High ethical standards and client-first mindset
Excellent communication and stakeholder management