Website Numeric Talent Solutions
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.
To apply for this job please visit www.iimjobs.com.
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