Team Leader Advisory - PCG ( Leading Financial Institution ) Mumbai

GenNext India Private Limited

Mumbai

On-site

INR 1,200,000 - 2,400,000

Full time

14 days+

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Job summary

GenNext India Private Limited is seeking a senior leader to head a team of Advisors in driving PCG business, focusing on acquiring HNI/UHNI clients and family office relationships while guiding and developing the team to meet targets.

The role requires strong leadership, client relationship management, and a track record of achieving growth targets in high-net-worth segments.

Qualifications

  • Lead, coach, and motivate Advisors to achieve business objectives.
  • Conduct regular performance reviews and team development sessions.
  • Set KRAs/KPIs and ensure achievement of assigned targets.

Responsibilities

  • Lead, coach, and motivate Advisors to achieve business objectives.
  • Conduct regular performance reviews and team development sessions.
  • Set KRAs/KPIs and ensure achievement of assigned targets.

Job description

lead team of Advisors in driving PCG business through managing & acquiring HNI/UHNI Clients & family office, while also managing team simultaneously achieving targets focuses on strengthening client relationships.

Required Candidate profile
  • Lead, coach, and motivate Advisors to achieve business objectives.
  • Conduct regular performance reviews and team development sessions.
  • Set KRAs/KPIs and ensure achievement of assigned targets.
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