Group Advisory Leader – Private Client Group Resurgo Consultants Pvt Ltd

The Corporate Institute; Kolkata District; Sur place; INR 1 200 000 - 2 400 000; Plein temps

Résumé du poste

The Corporate Institute is seeking a seasoned leader to head and mentor a team of Equity Advisors, driving business performance and strengthening relationships with HNI/UHNI clients.

This role focuses on driving AUM growth, revenue and brokerage through effective advisory, portfolio management, and wealth products, while delivering superior client service and investment solutions to high-value clients.

Qualifications

• Strong background in Equity Advisory, Equity Broking, and Wealth Management.
• Experience leading teams and managing HNI/UHNI clients.
• Hands-on experience with a broking/dealing terminal.

Responsabilités

• Lead and mentor a team of Equity Advisors and drive business performance.
• Manage relationships with HNI/UHNI clients and strengthen client engagement.
• Drive AUM growth, revenue and brokerage through effective advisory and relationship management.
• Provide strategic equity advisory and investment guidance to high-value clients.
• Leverage strong knowledge of equity markets, broking, dealing and wealth products.
• Support the team in client acquisition, portfolio management and business development.
• Ensure superior client servicing and delivery of investment solutions.

Connaissances

Equity advisory

Equity broking

Wealth management

Team leadership

Outils

Broking terminal

Description du poste

Key Responsibilities:

• – Lead and mentor a team of Equity Advisors and drive business performance.
• – Manage relationships with HNI/UHNI clients and strengthen client engagement.
• – Drive AUM growth, revenue and brokerage through effective advisory and relationship management.
• – Provide strategic equity advisory and investment guidance to high-value clients.
• – Leverage strong knowledge of equity markets, broking, dealing and wealth products.
• – Support the team in client acquisition, portfolio management and business development.
• – Ensure superior client servicing and delivery of investment solutions.

Ideal Candidate:

• – Professionals with a strong background in Equity Advisory, Equity Broking, and Wealth Management.
• – Proven experience in team leadership, HNI/UHNI client management and substantial AUM handling.
• – Hands-on experience with a broking/dealing terminal is essential.