Role & responsibilities

Job Purpose

Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also 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.

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.

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 robust 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 current product roll-outs.

• Provide market insights and competitor analysis to improve business positioning.

📌 Equity Advisor Mumbai (India)
🏢 Genius Consultants
📍 India