Pcg Relationship Manager/Team lead

Altaa Vistaa Business Solutions; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Altaa Vistaa Business Solutions in Mumbai seeks a Team Leader to drive the wealth advisory practice, oversee Advisors, and ensure top-tier client service. You will guide trading activity, portfolio reviews, and the deployment of research-backed strategies to meet client objectives.

You will oversee revenue targets, cross-sale of equities, mutual funds, PMS, fixed income, and structured products, and foster an advisory culture with high ethical standards.

Qualifications

• Experience leading wealth advisory teams.
• Proven ability to drive revenue and client acquisition in wealth management.
• Strong client engagement and service standards.

Responsibilities

• Lead, coach, and motivate Advisors to achieve business objectives.
• Collaborate with Group Leader on strategies, campaigns, and new product roll-outs.
• Review client portfolios, rebalance recommendations, and ensure high service quality.

Skills

Team leadership

Cross-selling

Client relationship

Portfolio reviews

Advisory excellence

Regulatory awareness

Job description

Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

Conduct regular portfolio reviews and advice based on market trends and client return objectives.

Drive cross-selling of third-party products to enhance client portfolios and wallet share.

Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

TL role

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