Team Leader- PCG Advisor- HNI/UHNI clients

Creative Hands HR; Mumbai; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

Creative Hands HR in Mumbai seeks a PCG Advisor Team Leader with 5+ years in trading, derivatives, and wealth management. Lead a team of 45, manage HNI/UHNI relationships, and drive acquisition, servicing, and advisory excellence for the PCG business.

You will achieve broking, AUM, and client targets, supervise performance reviews, coach advisors, and implement campaigns and new product roll-outs while maintaining regulatory compliance and client-first service.

Qualifications

• Playing Captain role with responsibility for both individual and team targets.
• Should have the ability to build/manage a team of 45 members.
• Experience in trading and order punching.
• Proven experience handling HNI/UHNI clients.
• Strong experience in client acquisition and servicing.
• Strong knowledge of Derivatives, Options, Cash Market and Trading.

Responsibilities

• Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
• Drive cross-sell and upsell of wealth and investment products: equities, 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.

Skills

Leadership

Team management

Client acquisition

HNI/UHNI client handling

Derivatives trading

Communication skills

Job description

PCG Advisor Team Leader

• Experience: 5+ years
• CTC: 15- 35 LPA
• Location: Mumbai

Key Requirements:

• Playing Captain role with responsibility for both individual and team targets
• Should have the ability to build/manage a team of 45 members
• Experience in trading and order punching
• Proven experience handling HNI/UHNI clients
• Strong experience in client acquisition and servicing
• Strong knowledge of Derivatives, Options, Cash Market and Trading

• 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.

• Skills & Competencies:
• Strong understanding of financial markets, HNI investment behavior, and wealth products
• Hands-on experience in equity advisory, financial planning, and portfolio management.
• Excellent communication, coaching, and relationship management skills.
• Ability to drive performance and maintain compliance rigor.