Position: AVP/VP- PCG Advisory (Team Leader)
CTC: Up to 35 LPA
Exp. 7+ Yrs. in PCG equity trading/advisory role, cross-sales of capital market products and team management
Location: Mumbai
Education: Graduate/PG
Industry: Financial Services
Job Purpose
To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family offices, while also functioning as a playing captain—managing the team and simultaneously 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.
Key Deliverables
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.
Role Requirements
Education
- Post-graduate in Finance, Business, Economics, or related fields.
Experience
- 8+ years in Wealth Management, Broking & PCG advisory.
- Experience in managing Advisory teams is preferred.
- NISM 8/16 Certified.
Skills & Competencies
- Strong understanding of financial markets, HNI investment behaviour, 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.
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
Interested or know someone suitable?
Drop your resume at
[email protected] or submit your resume directly here https://buff.ly/8UyhDr2 with all the details.
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📌 AVP/VP- PCG Advisory (Mumbai)
🏢 Skywings Advisors
📍 Mumbai