Assistant Vice President/Vice President - Advisory - PCG

Role Designation: Assistant Vice President/Vice President Department: Advisory - PCG Function: Private Client Group (PCG) Reporting to: Group Leader Advisory - PCG Location: Mumbai Job Purpose: To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain - managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience. Key Deliverables: Business Growth & Revenue: - 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. - Provide market insights and competitor analysis to improve business positioning. Role Requirements: - Education: Post-graduate in Finance, Business, Economics, or related fields. - Experience: 1. 8+ years in Wealth Management, Broking, PCG, or BFSI Sales. 2. Experience in managing Advisory teams is preferred. - Skills & Competencies: 1. Strong understanding of financial markets, HNI investment behaviour, and wealth products. 2. Hands-on experience in equity advisory, financial planning, and portfolio management. 3. Excellent communication, coaching, and relationship management skills. 4. Ability to drive performance and maintain compliance rigor. Why Join Us?: - Trusted Brand & Growth Opportunities: Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks. - High Earning Potential: Rewarding incentives with no upper side capping. - End-to-End Wealth Management Exposure: Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices. - Access to Premium Tools & Research: Leverage advanced trading platforms, market insights, and digital wealth management solutions. - Collaborative & Learning-Focused Culture: Work in a supportive, high-performance environment with continuous learning and mentoring.