Job Description
Job Description
Private Client Group- Team Leader-Advisory
Location: Chennai, Bangalore, Delhi, Pune, Hyderabad & Kolkata
Designation: Team Leader
Roles and Responsibilities:
• Lead and manage a team of advisory and dealing professionals.
• Build a strong team through referrals and internal hiring, fostering a culture of collaboration
and high performance.
• Execute trades on behalf of clients, aligning with their investment strategies and
preferences.
• Provide expert advisory services, emphasizing Assets Under Management (AUM) product
penetration to enhance client portfolios.
• Actively promote and cross-sell third-party investment products, including Insurance, Mutual
Funds (MF), PMS, SIP, AIF, ...