Team Leader – Advisory – Private Client Group Serving Skill

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Team Leader Advisory in PCG to manage HNI/UHNI client relationships and drive individual and team targets. This Playing Captain role requires leading and developing a 45-member team while contributing personally to revenue growth.

The ideal candidate will have hands-on trading experience, strong knowledge of Cash, Derivatives and Options, and a proven ability to acquire and service high-net-worth clients while scaling PCG business.

Qualifications

• Minimum 5 years of PCG/wealth management experience.
• Strong track record with HNI/UHNI clients.
• Hands-on experience in trading and order punching.
• Proven ability to lead a 45-member team.
• Excellent leadership and business development skills.

Responsibilities

• Manage and grow relationships with HNI & UHNI clients.
• Drive client acquisition, servicing and business development.
• Independently meet individual revenue targets.
• Lead the 45-member team to achieve collective targets.
• Provide trading support across Cash, Derivatives and Options.
• Oversee trading and order punching activities.
• Mentor team members in client acquisition and servicing.

Skills

Leadership

Client acquisition

Relationship management

Trading knowledge

Team handling

Tools

Trading platforms

Job description

Job Description

We are looking for a Team Leader Advisory, PCG to manage HNI/UHNI client relationships while actively driving individual and team business targets. This is a Playing Captain role, requiring the candidate to contribute individually while leading and developing a team of 45 members.

Key Responsibilities

• Manage and grow relationships with HNI & UHNI clients.
• Drive client acquisition, client servicing and business development.
• Independently manage and achieve individual revenue/business targets.
• Lead the team in achieving collective business and revenue targets.
• Guide, mentor and support team members in client acquisition and servicing.
• Bring and manage an existing team of 45 members.
• Execute and oversee Trading and Order Punching activities.
• Provide clients with trading support across Cash, Derivatives and Options.
• Identify opportunities to deepen client relationships and increase business.
• Build a strong and sustainable PCG client portfolio.

Candidate Profile

• Minimum 5 years of relevant experience in PCG, Wealth Management, Broking or Capital Markets.
• Strong experience handling HNI/UHNI clients.
• Proven track record in Client Acquisition and Client Servicing.
• Hands-on experience in Trading and Order Punching.
• Strong knowledge of Cash, Derivatives, Options and Trading.
• Prior experience in team handling and business target achievement.
• Should be able to bring an existing team of 45 members.
• Strong leadership, communication, relationship management and business development skills.
• Ideal Candidate: A hands-on Playing Captain who can independently generate business while leading a team and driving overall PCG growth.-