Team Leader - Equity Advisory - PCG

Department: Advisory-PCG - Individual role

Function: Private Client Group (PCG)

Min Exp: 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

Job Role: The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Responsibilities:

- 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.

Department: Advisory-PCG - Team Leader

Function: Private Client Group (PCG)

Job Role: To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captainmanaging the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.

Key Deliverables:

1. 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.

2. 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.

3. 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.

4. 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 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.

- Experience in managing Advisory teams is preferred.

- Hemisha - Radiate Rays Consultancy

(ref:iimjobs.com)