Skip to main content
ResumeKart
← Back to Jobs

Team Leader - Advisory - Private Client Group

Serving Skill•Mumbai, Any Location
Full-timeMid Level
👁️ 0 views•📝 0 applications•Posted 8/31/2026•Expires 10/2/2026
Tailor Resume for This JobCheck ATS Score

Get alerts for roles like this

More Team Leader - Advisory - Private Client Group roles in Mumbai, Any Location — straight to your inbox. No account needed.

Applying to this role? Tailor your résumé to this job description in one click, then download it clean — no watermark, no subscription.

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.-

Required Skills

PCGWealth ManagementBrokingCapital MarketsClient AcquisitionClient ServicingTradingOrder PunchingCashDerivativesOptionsTeam HandlingBusiness Target Achievement

Partner picks for Team Leader - Advisory - Private Client Group in Mumbai

Matched to the skills this page calls for and the candidate's location.

Partner
  • Partner course provider

    Online higher-education programmes with university partners in India and abroad.

  • edXVerified partner
    Partner course provider

    Courses and programmes from universities and institutions worldwide.

  • UdemyVerified partner
    Partner course provider

    A marketplace of instructor-created courses across technology, business and creative skills.

Partners are ResumeKart affiliates or institutes it works with; ResumeKart may earn a commission when a candidate enrols. Placement is decided by relevance, not payment. How ResumeKart earns

The best-paying roles in your field. Every week. Free.

Join 10,000+ professionals getting job alerts and salary insights in their inbox

We respect your privacy. Unsubscribe anytime with one click.