Team Leader – Advisory – Private Client Group Serving Skill

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute in Mumbai invites an experienced Team Leader Advisory, PCG to manage HNI/UHNI client relationships while driving individual and team targets.

This Playing Captain role requires leading and developing a 45-member team, guiding trading and order punching activities, and expanding a strong PCG client portfolio across cash, derivatives and options. You will be hands-on, execute client acquisition and servicing, and mentor others to sustain growth.

Qualifications

• 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.
• 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.

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.

Skills

Leadership

Client relationships

Communication

Business development

Trading experience

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.-