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 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 recent product roll-outs.

Provide market insights and competitor analysis to improve business positioning.

📌 Pcg Advisor – Team Leader Mumbai
🏢 Three Across
📍 Mumbai