Job Title

Job Description Private Client Group- Team Leader-Advisory Location: Chennai, Bangalore, Delhi, Pune, Hyderabad & Kolkata Designation: Team Leader Roles and Responsibilities: • Lead and manage a team of advisory and dealing professionals. • Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. • Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. • Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). • Acquire new clients while maintaining and strengthening relationships with existing clients. • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: • Educational Qualification: Graduate/Postgraduate degree required. • Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role. • Minimum 6 months of equity dealing experience with an Indian broking firm. • Hands-on experience in broking with a strong understanding of financial products and market trends. • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and sales target achievement. • Prior experience in the broking industry is a must.