AVP / VP - Team Leader PCG Advisor

Description

Business Growth & Revenue

·       Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.

·       Drive cross-sell and upsell of wealth and investment products—equities, mutual funds, fixed income, PMS, structured products, etc.

·       Monitor self & team productivity and implement initiatives to enhance conversion ratios and business quality.

Team Management & Leadership

·       Lead, coach, and motivate Individual Advisors to meet business objectives.

·       Conduct regular performance reviews, skill development sessions, and goal-setting activities.

·       Build a strong advisory culture focused on client-first thinking and ethical practices.

Client Relationship & Advisory Excellence

·       Support Advisors in managing HNI/UHNI client relationships with high engagement and service standards.

·       Review client portfolios, ensure timely rebalancing, and drive adoption of research-backed investment strategies.

·       Ensure proactive resolution of client concerns and enhance overall satisfaction.

Strategic & Operational Execution

·       Support Group Leader in implementing business strategies, campaigns, and new product roll-outs.

• Provide market insights and competitor analysis to improve business positioning.

·       Education: Post-graduate in Finance, Business, Economics, or related fields.

·       Experience:

o  8+ years in Wealth Management, Broking, PCG, or BFSI Sales.

o  Experience in managing Advisory teams is preferred.

·       Skills & Competencies:

o  Strong understanding of financial markets, HNI investment behaviour, and wealth products

o  Hands-on experience in equity advisory, financial planning, and portfolio management.

o  Excellent communication, coaching, and relationship management skills.

• Ability to drive performance and maintain compliance rigor.