Advisor -PCG TL

3 weeks ago


Mumbai Maharashtra India, Maharashtra KG Engineering & Consultancy Full time

Job Title: Advisor – PCG Team Lead

Location: Mumbai

Experience: Minimum 5 years in broking, with team-handling experience

Notice Period / Gap: Up to 10 days


Key Responsibilities:

  • Playing-Captain Role: Responsible for own P&L delivery while managing and mentoring a team
  • Attract, onboard, and lead a team of 4–5 advisors & traders
  • Execute trades and orders (derivatives, options, cash) personally
  • Manage HNI/UHNI client portfolios with high service standards
  • Drive client acquisition and retention for both self and team members
  • Ensure team achieves cross-selling and revenue targets Key Skills & Qualifications:
  • Trading/order-punching proficiency across segments
  • Proven leadership—hiring, mentoring, and developing trading/advisory talent
  • Strong in HNI/UHNI relationship management
  • In-depth product knowledge (derivatives, options, cash, trading strategy)
  • Excellent communication, coaching, and drive for results KPIs & Targets:
  • Personal and team AUM and revenue goals
  • New client acquisition (self + team)
  • Team trading volumes
  • Cross-sell percentages across team portfolios

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