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Job details:
Job Role: PCG Advisor Team Leader
Job Locations: Prabhadevi , Mumbai, Maharashtra, India
Required Experience: 10 - 20 Years
Key Requirements
- Playing Captain role with responsibility for both individual and team targets
- Should have the ability to build/manage a team of 4 5 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
Skills: equity , sales, cash market, f&O, equity dealer, trading , advisor, dealer, stock broking , accquisition, client , equity trading , equity market
Business Growth & Revenue
- Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
- Drive cross-sell and upsell of wealth and investment products equities, 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.
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