Team Leader - Advisory - Private Client Group

Private Client Group - Team Leader - Advisory

Roles and Responsibilities:

• Lead and manage a team of advisory and dealing professionals.
• Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance.
• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios.
• Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
• Acquire new clients while maintaining and strengthening relationships with existing clients.
• Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile:

• Educational Qualification: Graduate/Postgraduate degree required.
• Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role.
• Minimum 6 months of equity dealing experience with an Indian broking firm.
• Hands-on experience in broking with a strong understanding of financial products and market trends.
• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
• Certification: NISM Series VIII certification is mandatory.
• Strong expertise in client acquisition, retention strategies, and sales target achievement.
• Prior experience in the broking industry is a must.

Contact: 6284187992