We are looking for an experienced leader to head a team of Team Leads and Relationship Managers for the PCG Advisory division at a leading stock broking firm.
The role involves driving business growth, managing key client relationships, and leading the advisory team to deliver strong results.
Role: Vertical Manager PCG Advisory
Location: Kolkata
Key Responsibilities:
- Develop business strategies, expand services and drive revenue & profitability.
- Manage, mentor, and track performance for Team Leads and Relationship Managers.
- Build strong relationships with key clients and represent the company at industry events.
- Oversee advisory delivery, manage team performance and collaborate across departments.
- Conduct market research for recent growth while ensuring strict regulatory compliance.
What We’re Looking For:
- Min 7+ yrs in advisory (4+ yrs in a leadership role).
- Proven track record in managing HNI/UHNI clients
- Skilled in portfolio reviews, tailored investments and cross-selling (Mutual Funds, PMS, Bonds, Insurance).
- Strong relationship-building, team management & revenue generation.
- NISM Series VIII Certification (Mandatory)
- The ideal candidate should be capable of onboarding and leading a strong team.
Interested share resume directly
[email protected] or (phone hidden) Or refer someone who would be a great fit
📌 Vertical Manager (Kolkata)
🏢 bwise solutions
📍 Kolkata