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 recent product roll-outs.
- Provide market insights and competitor analysis to improve business positioni

📌 AVP/VP- PCG Advisory (Mumbai)
🏢 Skywings Advisors
📍 Mumbai