Senior Manager Pcg Team Advisory Leader Mumbai (India)

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 robust 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 recent product roll-outs. Provide market insights and competitor analysis to improve business positioning. .