Job Role: PCG Advisor – Team leader

Experience: 5+ Years

Location: Mumbai

Qualifications:

•Post-graduate in Finance, Business, Economics, or related fields.

•Mandatory: NISM Series VIII – Equity Derivatives Certification. 

Skills & Competencies:

•Experienced in Wealth Management, Broking, PCG, or BFSI Sales.

•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.

Roles and Responsibilities:

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.