Team Lead/Advisor - PCG - Banking/Broking

Role Overview:

We are seeking an experienced and high-performing Advisor PCG Team Lead for a "playing captain" role. The ideal candidate will not only drive personal revenue targets but also lead a team of Wealth Advisors, ensuring both individual and team performance. The candidate must come from the Broking, Securities, or Banking sector and have proven experience in managing HNI/UHNI clients and building high-performing advisory teams.

Key Responsibilities:

Individual Contributor Responsibilities:

- Manage and grow a portfolio of HNI/UHNI clients, offering tailored investment solutions.

- Execute trades and perform order punching across equity, derivatives, and currency segments.

- Provide timely trade confirmations to clients, during and after market hours.

- Deliver daily market updates and portfolio reviews to key clients in real-time.

- Drive cross-selling of wealth products like AIF, PMS, PE funds, Insurance, etc.

- Ensure high client satisfaction through frequent meetings, proactive servicing, and relationship deepening.

Team Lead Responsibilities:

- Lead and manage a team of 45 PCG Advisors (candidates must bring their team along).

- Set and monitor individual and team sales targets; ensure delivery on business goals.

- Mentor, motivate, and guide team members on client acquisition, trading, and relationship building.

- Drive team-level client engagement strategies and ensure consistent client outreach.

- Conduct regular performance reviews and skill development initiatives for the team.

- Ensure adherence to compliance, trading guidelines, and internal processes.

Key Requirements:

- Minimum 5 years of experience in Broking / Securities / Banking handling PCG, HNI, or UHNI clients.

- Proven experience in Trading & Order Execution across Equity, Derivatives, and Currency markets.

- Strong track record of client acquisition and servicing in the wealth management domain.

- Experience in leading and mentoring a sales/advisory team.

- Excellent understanding of capital markets, financial instruments, and market trends.

- Must bring an existing team of 45 members.

Preferred Qualifications:

- Graduate/Postgraduate in Finance, Commerce, or related domain.

- Relevant NISM certifications are mandatory (Equity Derivatives, Investment Adviser, etc.

- Strong interpersonal, communication, and leadership skills