PCG Advisor Full Time NEW

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.