PCG Advisor – Team Lead

Location: Mumbai
Department: Private Client Group (PCG)

Job Purpose

Lead a team of PCG Advisors while working as a Playing Captain, managing both individual and team targets. The role involves acquiring and managing HNI/UHNI clients and family offices, driving AUM and revenue growth, and ensuring high-quality investment advisory and client servicing.

Key Responsibilities

• Lead, coach, and manage a team of 4–5 PCG Advisors.
• Achieve both individual and team targets for broking, AUM, revenue, and client acquisition.
• Acquire and manage HNI/UHNI clients and family offices.
• Drive cross-selling and upselling of Equity, Mutual Funds, PMS, Fixed Income, Structured Products, and other wealth products.
• Provide investment advisory, portfolio management, and client servicing support.
• Monitor team productivity and conduct regular performance reviews.
• Build strong client relationships and ensure excellent client servicing.
• Support business growth initiatives and achieve revenue targets.

Key Requirements

• Playing Captain role with responsibility for both individual and team targets.
• Ability to build and manage a team of 4–5 members.
• Hands-on experience in trading and order punching/execution.
• Proven experience handling HNI/UHNI clients and family offices.
• Strong experience in client acquisition, relationship management, and client servicing.
• Strong knowledge of Derivatives, Options, Cash Market, Equity, and Trading.
• Strong understanding of wealth management, capital markets, and investment products.
• Excellent leadership, communication, coaching, and relationship management skills.

Education & Experience

• Postgraduate in Finance, Business, Economics, or a related field.
• 8+ years of experience in Wealth Management, Broking, PCG, or BFSI Sales.
• Prior experience in team handling/advisory leadership preferred.