PCG Advisor – Team Lead

Location: Mumbai

Department: Private Client Group (PCG)

Job Purpose

Lead a team of PCG Advisors while working as a Playing Captain, managing both individual and team targets. The role involves acquiring and managing HNI/UHNI clients and family offices, driving AUM and revenue growth, and ensuring high-quality investment advisory and client servicing.

Key Responsibilities
Lead, coach, and manage a team of 4–5 PCG Advisors.
Achieve both individual and team targets for broking, AUM, revenue, and client acquisition.
Acquire and manage HNI/UHNI clients and family offices.
Drive cross-selling and upselling of Equity, Mutual Funds, PMS, Fixed Income, Structured Products, and other wealth products.
Provide investment advisory, portfolio management, and client servicing support.
Monitor team productivity and conduct regular performance reviews.
Build robust client relationships and ensure excellent client servicing.
Support business growth initiatives and achieve revenue targets.





Key Requirements
Playing Captain role with responsibility for both individual and team targets.
Ability to build and manage a team of 4–5 members.
Hands-on experience in trading and order punching/execution.
Proven experience handling HNI/UHNI clients and family offices.
Solid experience in client acquisition, relationship management, and client servicing.
Strong knowledge of Derivatives, Options, Cash Market, Equity, and Trading.
Solid understanding of wealth management, capital markets, and investment products.
Excellent leadership, communication, coaching, and relationship management skills.

Education & Experience
Postgraduate in Finance, Business, Economics, or a related field.
8+ years of experience in Wealth Management, Broking, PCG, or BFSI Sales.
Prior experience in team handling/advisory leadership preferred.

📌 Pcg Advisor Team Leader Mumbai (India)
🏢 Ghrig People Solutions
📍 India