Job Role: PCG Advisor Team Leader

Job Locations: Prabhadevi , Mumbai, Maharashtra, India

Required Experience: 10

- 20 Years

Key Requirements

- Playing Captain role with responsibility for both individual and team targets
- Should have the ability to build/manage a team of 4 5 members
- Experience in trading and order punching
- Proven experience handling HNI/UHNI clients
- Strong experience in client acquisition and servicing
- Robust knowledge of Derivatives, Options, Cash Market and Trading

Skills: equity , sales, cash market, f&O;, equity dealer, trading , advisor, dealer, stock broking , accquisition, client , equity trading , equity market Business Growth & Revenue

- Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
- Drive cross-sell and upsell of wealth and investment products equities, 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.

📌 PCG Advisor – Team Leader | Mumbai
🏢 Three Across
📍 Mumbai