Wealth Manager / Sr Manager

Company Description -NBFC Client

Position - Head Broking / Head Equity / Head PCG

Experience - 10+ yrs

Location - Mumbai

Role Description

This is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region.The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a team, developing and implementing strategic plans for client acquisition and retention, and ensuring high levels of customer satisfaction. Additionally, the role involves monitoring market trends, providing investment advice, and maintaining regulatory compliance.

Qualifications

• 10+ yrs of experience on Broking , Equity ,PCG , HNI
• Strong knowledge and expertise in broking, equity markets, and portfolio management.
• Proven leadership experience, team management skills, and the ability to motivate team members to achieve goals.
• Cross sell of MF , PMS ,AIF,Bonds , Structured products
• Excellent communication and interpersonal skills for building strong client relationships and providing investment advice.
• An analytical mindset with the ability to monitor market trends and make informed investment decisions.
• Familiarity with regulatory compliance and financial industry standards.
• Prior experience in the financial sector, particularly in broking or equity, is highly preferred.