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 positioning.

Experience:

• 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.
• Experience in managing Advisory teams is preferred.
• Hemisha - Radiate Rays Consultancy