07 Aug
|
Ivector
|
Mumbai
Scope of the work:
To lead and scale the Private Client Group (PCG) business by driving revenue growth, expanding AUM, and delivering high quality advisory to HNI/UHNI clients & Family Offices, while bringing a solid team along and operating as a non-playing captain.
The role is responsible for building a robust performance culture by mentoring Team Leaders and Advisors.
The Group Leader will support zonal priorities, enhance market presence, and deliver sustainable business outcomes.
Competencies:
5+ years in Wealth Management, PCG, Broking, or BFSI Sales Leadership.
Robust 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.
📌 Financial Advisor Private Client Group Mumbai
🏢 Ivector
📍 Mumbai