Senior Advisor - Team Lead - Broking Firm

Senior Advisor Private Client Group (PCG) Team Leader- Broking Firm

Job Summary:

Looking for an experienced Wealth Management / Broking Professional to lead a team in the Private Client Group (PCG). Playing Captain Role - manage own HNI/UHNI client portfolio and lead a team of 4-5 advisors.

Key Responsibilities:

- Lead team of 4-5 members & achieve individual + team revenue targets.

- Handle HNI/UHNI client acquisition & servicing.

- Execute trading & order punching in cash, derivatives & options.

- Provide market insights & investment advice.

- Ensure client satisfaction & retention.

Requirements:

- Graduate/Postgraduate with 8+ years in wealth management / broking.

- Strong in derivatives, options, equity & trading.

- Experience in team handling & bringing own team preferred.

- NISM certifications as per SEBI norms.