- Posted 11 days ago
- Over 50 applicants have applied
Job Description
Description
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.
· Education: Post-graduate in Finance, Business, Economics, or related fields.
· Experience:
o 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.
o Experience in managing Advisory teams is preferred.
· Skills & Competencies:
o Strong understanding of financial markets, HNI investment behaviour, and wealth products
o Hands-on experience in equity advisory, financial planning, and portfolio management.
o Excellent communication, coaching, and relationship management skills.
- Ability to drive performance and maintain compliance rigor.
More Info
Key Skills
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