Senior Team Lead - PCG/Wealth Advisory

Description:

Key Responsibilities:

Team Leadership & Target Ownership:

- Lead a team of 4-6 Advisors/Relationship Managers.

- Take full ownership of individual and team revenue and trading targets.

- Mentor and guide team members for client acquisition, retention, and cross-selling.

Client Relationship Management:

- Manage & grow a portfolio of HNI and UHNI clients with book size 20 Cr+.

- Maintain strong client relationships, ensuring exceptional service and trust.

- Conduct periodic client reviews and strategy sessions to align with their financial goals.

Trading & Advisory Expertise:

- Execute equity, derivatives, and options trades on behalf of clients.

- Provide end-to-end investment advisory, including PMS, AIF, Mutual Funds, Insurance, Bonds, SIPs, and Unlisted Shares.

- Stay updated on market trends, macroeconomic developments, and product innovations to advise clients effectively.

Business Development & Acquisition:

- Source new clients via networking, referrals, and market intelligence.

- Cross-sell wealth products and alternative investment options to maximize revenue.

- Develop strategies for client acquisition and market penetration.

Compliance & Reporting:

- Ensure adherence to SEBI, RBI, and internal compliance regulations.

- Maintain accurate client records, trading logs, and performance reports.

- Present periodic reports to management on business progress, revenue, and risk metrics.

Candidate Requirements:

- Graduate / Postgraduate in Finance, Commerce, Economics, or equivalent.

- 7+ years of experience in Wealth Management, HNI/UHNI Client Handling, or PCG Advisory.

- Strong track record in trading, derivatives, options, and cash markets.

- Exposure to PMS, Mutual Funds, AIF, Insurance, and other wealth products.

- Must have an existing client book; current CTC above 20 LPA preferred.

- Leadership experience with proven ability to manage and motivate a team.

- NISM certifications (Series I, II, VIII) preferred.

- Proficient in Trading Applications, CRM tools, and MS Office.

Key Competencies:

- Strategic thinking & business acumen

- Excellent client relationship and negotiation skills

- Ability to work under pressure & meet targets

- Analytical mindset with strong market insights

- Team leadership and mentoring abilities