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Advisor / Team Lead For PCG -Private Client Group

Advisor / Team Lead For PCG -Private Client Group

Career Shaper

2 - 7 years

6 - 16 Lacs

Ahmedabad Mumbai (All Areas)

Posted:1 week ago| Platform:

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Skills Required

Advisory PCG Advisory Services HNI Mutual Funds Equity Broking Stock Market Advisory Financial Advisory PCG Advisor Equity Advisor Stock Broking Wealth Management Equity Advisory PMS Stock Market Investment Advisory ULtra HNI Equity Trading Derivatives Trading

Work Mode

Work from Office

Job Type

Full Time

Job Description

CTC RANGE-6 LPA to 40LPA

Advisor / Team Lead PCG

Key Responsibilities:

Execute trades and perform order punching across asset classes including derivatives, options, and cash market.
Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients.
Drive client acquisition and maintain strong long-term relationships.
Cross-sell financial products after completing 2 years within the organization.
Ensure compliance with all regulatory and organizational requirements.

For Team Lead Profile (Playing Captain Role):

Lead a team of 45 members, with both individual and team performance targets.
Be responsible for the team's overall revenue and client acquisition goals.
Motivate, guide, and manage team members to achieve business objectives.
Candidates applying for this role should preferably bring their team along.

Requirements:

Proven experience in trading and order execution.
Strong knowledge of capital markets, including derivatives, options, and cash segment.
Prior experience in handling HNI and UHNI clients.
Demonstrated ability in client acquisition and relationship management.
Leadership and team management skills (for TL role).

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