Lead - Private Client Group

Description:

- Lead the Private Client Group desk with full ownership of revenue, profitability, and AUM growth

- Drive brokerage, advisory, and distribution revenues across equity, derivatives, MF, PMS, AIF, bonds, and structured products

- Formulate and execute client acquisition and cross-sell strategies for HNI/UHNI clients

- Monitor desk performance, daily revenues, and client activity

- Work closely with Wealth Management team to deliver integrated Investment solutions

Client Relationship Management:

- Build and manage relationships with key UHNI clients

- Act as a senior point of contact for top clients and resolve escalations

- Ensure high standards of client engagement, advisory quality, and service delivery

Team Leadership & Development:

- Manage, and scale a team of Relationship Managers, Dealers, and support staff

- Set clear targets, conduct performance reviews, and monitor productivity of the desk

- Provide market insights, product guidance, and on-the-job coaching

Product & Market Advisory:

- Provide strategic market views and investment ideas to clients and team

- Coordinate with research, product, and dealing teams for timely execution

- Ensure suitability and risk alignment of products offered to clients

Risk, Compliance & Controls:

- Ensure adherence to SEBI regulations, exchange norms, and internal policies

- Monitor client risk exposure, margins, and credit limits

- Ensure KYC, documentation, and compliance standards are strictly followed

Stakeholder Coordination:

- Work closely with Wealth Management, Research, Dealing, Operations, and Compliance teams.

- Support management with MIS, performance reports, and business insight