Description

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.

· Education: Post-graduate in Finance, Business, Economics, or related fields.

· Experience:

o 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.

o Experience in managing Advisory teams is preferred.

· Skills & Competencies:

o Solid understanding of financial markets, HNI investment behaviour, and wealth products

o Hands-on experience in equity advisory, financial planning, and portfolio management.

o Excellent communication, coaching, and relationship management skills.

- Ability to drive performance and maintain compliance rigor.

📌 AVP / VP - Team Leader PCG Advisor (Mumbai)
🏢 Seagull International
📍 Mumbai