Pcg Relationship Manager/Team lead

Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

Conduct regular portfolio reviews and advice based on market trends and client return objectives.

Drive cross-selling of third-party products to enhance client portfolios and wallet share.

Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

TL role

Business Growth & Revenue

• 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