Role Designation: Assistant Vice President/Vice President

Department: Advisory-PCG

Function: Private Client Group (PCG)

Reporting to: Group Leader Advisory - PCG

Location: Mumbai

Job Purpose:

To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain - managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.

Key Deliverables:

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.

Role Requirements:

- Education: Post-graduate in Finance, Business, Economics, or related fields.

- Experience: 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.

- Experience in managing Advisory teams is preferred.

- Skills & Competencies: Strong understanding of financial markets, HNI investment behaviour, and wealth products.

- Hands-on experience in equity advisory, financial planning, and portfolio management.

- Excellent communication, coaching, and relationship management skills.

- Ability to drive performance and maintain compliance rigor.