Advisor -PCG TL
3 weeks ago
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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Advisor PCG
1 week ago
Mumbai, Maharashtra, India Mirus Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAdvise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred
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