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