Advisor -PCG TL

KG Engineering & Consultancy

5 years

0 Lacs

mumbai maharashtra india

Posted:1 week ago| Platform:

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Skills Required

mentoring portfolios service drive retention trading punching leadership management strategy communication coaching

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Advisor – PCG Team Lead

Location:

Experience:

Notice Period / Gap:

Key Responsibilities:

Playing-Captain Role
: Responsible for own P&L delivery while managing and mentoring a team
Attract, onboard, and lead a team of 4–5 advisors & traders
Execute trades and orders (derivatives, options, cash) personally
Manage HNI/UHNI client portfolios with high service standards
Drive client acquisition and retention for both self and team members
Ensure team achieves cross-selling and revenue targets
Key Skills & Qualifications:
Trading/order-punching proficiency across segments
Proven leadership—hiring, mentoring, and developing trading/advisory talent
Strong in HNI/UHNI relationship management
In-depth product knowledge (derivatives, options, cash, trading strategy)
Excellent communication, coaching, and drive for results
KPIs & Targets:
Personal and team AUM and revenue goals
New client acquisition (self + team)
Team trading volumes
Cross-sell percentages across team portfolios

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