Team Leader- PCG Advisor- HNI/UHNI clients

PCG Advisor Team Leader

• Experience: 5+ years
  
• CTC: 15- 35 LPA
  
• Location: Mumbai
  

Key Requirements:

• Playing Captain role with responsibility for both individual and team targets
  
• Should have the ability to build/manage a team of 45 members
  
• Experience in trading and order punching
  
• Proven experience handling HNI/UHNI clients
  
• Strong experience in client acquisition and servicing
  
• Strong knowledge of Derivatives, Options, Cash Market and Trading

• Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
• Drive cross-sell and upsell of wealth and investment productsequities, 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.

• Skills & Competencies:
• Strong understanding of financial markets, HNI investment behavior, and wealth products
• Hands-on experience in equity advisory, financial planning, and portfolio management.
• Excellent communication, coaching, and relationship management skills.
• Ability to drive performance and maintain compliance rigor.
  

Please call Hemant [phone removed] for more Info