Private Client Group - Team Leader - Advisory Roles and Responsibilities: - Lead and manage a team of advisory and dealing professionals. - Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. - Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). - Acquire new clients while maintaining and strengthening relationships with existing clients. - Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: - Educational Qualification: Graduate/Postgraduate degree required. - Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role. - Minimum 6 months of equity dealing experience with an Indian broking firm. - Hands-on experience in broking with a strong understanding of financial products and market trends. - Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. - Certification: NISM Series VIII certification is mandatory. - Strong expertise in client acquisition, retention strategies, and sales target achievement. - Prior experience in the broking industry is a must. Contact: 6284187992

Chennai

Bangalore

Delhi

Pune

Hyderabad

Kolkata

Team Leader - Advisory - Private Client Group 

Job Description for Team Leader - Advisory - Private Client Group  in Exemplar Global Resources in  Chennai Bangalore Delhi Pune Hyderabad Kolkata for (8-9) years of experience. Apply Now!