Assistant Vice President/Vice President - Sales - Private Client Group

Job Specifications :
Role Designation : AVP/VP
Department : Advisory-PCG
Function : Private Client Group ( PCG )
Reporting to : Group Leader Advisory - PCG
Location : Mumbai
Job Purpose :
- 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 captain-managing 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 :
- 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.
Role Requirements :

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Education : Post-graduate in Finance, Business, Economics, or related fields.
Experience :
- 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.
- Experience in managing Advisory teams is preferred.
Skills & Competencies :
- Strong understanding of financial markets, HNI investment behaviour, 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.
Why Join Us ?
- Trusted Brand & Growth Opportunities : Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks.
- High Earning Potential : Rewarding incentives with no upper side capping
- End-to-End Wealth Management Exposure : Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices.
- Access to Premium Tools & Research : Leverage advanced trading platforms, market insights, and digital wealth management solutions.
- Collaborative & Learning-Focused Culture : Work in a supportive, high-performance environment with continuous learning and mentoring.