Job Description
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 of HNIs/UHNIs, Retail Affluent, and Corporate clients .
Prospect, onboard, and manage investment distributors / IFAs to expand product reach.
Understand client needs, assess risk appetite, and recommend suitable investment products (Mutual Funds, PMS, AIFs, Alternative Investments, Fixed Income, etc.).
Conduct regular portfolio reviews, client meeting...
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 of HNIs/UHNIs, Retail Affluent, and Corporate clients .
Prospect, onboard, and manage investment distributors / IFAs to expand product reach.
Understand client needs, assess risk appetite, and recommend suitable investment products (Mutual Funds, PMS, AIFs, Alternative Investments, Fixed Income, etc.).
Conduct regular portfolio reviews, client meeting...
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