Senior Team Lead - PCG/Wealth Advisory

Description: Key Responsibilities: Team Leadership & Target Ownership: - Lead a team of 4-6 Advisors/Relationship Managers. - Take full ownership of individual and team revenue and trading targets. - Mentor and guide team members for client acquisition, retention, and cross-selling. Client Relationship Management: - Manage & grow a portfolio of HNI and UHNI clients with book size 20 Cr+. - Maintain strong client relationships, ensuring exceptional service and trust. - Conduct periodic client reviews and strategy sessions to align with their financial goals. Trading & Advisory Expertise: - Execute equity, derivatives, and options trades on behalf of clients. - Provide end-to-end investment advisory, including PMS, AIF, Mutual Funds, Insurance, Bonds, SIPs, and Unlisted Shares. - Stay updated on market trends, macroeconomic developments, and product innovations to advise clients effectively. Business Development & Acquisition: - Source new clients via networking, referrals, and market intelligence. - Cross-sell wealth products and alternative investment options to maximize revenue. - Develop strategies for client acquisition and market penetration. Compliance & Reporting: - Ensure adherence to SEBI, RBI, and internal compliance regulations. - Maintain accurate client records, trading logs, and performance reports. - Present periodic reports to management on business progress, revenue, and risk metrics. Candidate Requirements: - Graduate / Postgraduate in Finance, Commerce, Economics, or equivalent. - 7+ years of experience in Wealth Management, HNI/UHNI Client Handling, or PCG Advisory. - Strong track record in trading, derivatives, options, and cash markets. - Exposure to PMS, Mutual Funds, AIF, Insurance, and other wealth products. - Must have an existing client book; current CTC above 20 LPA preferred. - Leadership experience with proven ability to manage and motivate a team. - NISM certifications (Series I, II, VIII) preferred. - Proficient in Trading Applications, CRM tools, and MS Office. Key Competencies: - Strategic thinking & business acumen - Excellent client relationship and negotiation skills - Ability to work under pressure & meet targets - Analytical mindset with strong market insights - Team leadership and mentoring abilities