PCG Advisor Team Leader

- Experience: 5+ years

- CTC: 15- 35 LPA

- Location: Mumbai

Key Requirements:

- Playing Captain role with responsibility for both individual and team targets

- Should have the ability to build/manage a team of 45 members

- Experience in trading and order punching

- Proven experience handling HNI/UHNI clients

- Solid experience in client acquisition and servicing

- Strong knowledge of Derivatives, Options, Cash Market and Trading

- 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 strong 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 new product roll-outs.
- Provide market insights and competitor analysis to improve business positioning.

- Skills & Competencies:
- Strong understanding of financial markets, HNI investment behavior, 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.

Please call Hemant (phone hidden) for more Info

📌 Team Leader- PCG Advisor- HNI/UHNI clients (Mumbai)
🏢 Creative Hands HR
📍 Mumbai