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    Job · 20860506

    Resurgo Consultants logo

    Group Advisory Leader - Private Client Group

    Resurgo Consultants · Kolkata · onsite · Posted 41d ago

    Undisclosed10–20 yrsfulltimeSourced fromIIM Jobs

    About a minute. You'll make an account on the way through.

    About this role

    Key Responsibilities:

    - Lead and mentor a team of Equity Advisors and drive business performance.

    - Manage relationships with HNI/UHNI clients and strengthen client engagement.

    - Drive AUM growth, revenue and brokerage through effective advisory and relationship management.

    - Provide strategic equity advisory and investment guidance to high-value clients.

    - Leverage strong knowledge of equity markets, broking, dealing and wealth products.

    - Support the team in client acquisition, portfolio management and business development.

    - Ensure superior client servicing and delivery of investment solutions.

    Ideal Candidate:

    - Professionals with a strong background in Equity Advisory, Equity Broking, and Wealth Management.

    - Proven experience in team leadership, HNI/UHNI client management and substantial AUM handling.

    - Hands-on experience with a broking/dealing terminal is essential.

    Sourced from iimjobs

    Skills

    BankingPrivate BankingPortfolio ManagementWealth ManagementEquity Research

    Group Advisory Leader - Private Client Group · waiting for your command