Equity Advisor

Genius Consultants; Mumbai City; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Genius Consultants seeks a Team Leader for its Private Client Group to drive growth by managing and acquiring HNI/UHNI clients and family office relationships, while meeting individual targets. The role centers on strengthening client relationships, boosting productivity, and delivering superior advisory solutions.

The Team Leader will support strategic initiatives to scale AUM, enhance client experience, and foster a high-performance culture across the advisory team.

Responsibilities

• Advisors in PCG driven growth through broking, AUM targets, and client acquisition.
• Drive cross-sell and upsell of wealth, funds, PMS, and fixed income products.
• Monitor team productivity and improve conversion and quality of business.

Job description

Role & responsibilities

Job Purpose

Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also 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.

Business Growth & Revenue

• Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
• Drive cross-sell and upsell of wealth and investment productsequities, 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.