5 - 9 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As an Advisor PCG Team Lead, your role involves playing a Captain's role by taking responsibility for your own P&L delivery while managing and mentoring a team. Your key responsibilities will include: - Attracting, onboarding, and leading a team of 45 advisors & traders - Personally executing trades and orders (derivatives, options, cash) - Managing HNI/UHNI client portfolios with high service standards - Driving client acquisition and retention for both yourself and team members - Ensuring that the team achieves cross-selling and revenue targets To excel in this role, you should possess the following key skills and qualifications: - Proficiency in trading/order-punching across segments - Demonstrated leadership abilities in hiring, mentoring, and developing trading/advisory talent - Strong HNI/UHNI relationship management skills - In-depth knowledge of products such as derivatives, options, cash, and trading strategy - Excellent communication, coaching, and a strong drive for achieving results Your performance will be measured based on key performance indicators (KPIs) and targets including personal and team AUM and revenue goals, new client acquisition (self + team), team trading volumes, and cross-sell percentages across team portfolios.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You