Assistant Vice President/Vice President - Sales - PCG Wealth
Description
Role Designation: AVP/ VP
Department: Sales PCG Wealth
Function: PCG
Reporting to: Regional Head PCG Wealth
Location: Mumbai
The Group Leader PCG Wealth leads a high-performing team to acquire, manage, and expand relationships with HNI and Ultra-HNI clients. This role drives revenue growth and portfolio performance through customized equity advisory, high-touch client engagement, and strict regulatory compliance.
Key Responsibilities & Deliverables:
Business & P&L Management:
- Drive Profitability: Own and manage the teams Profit & Loss (P&L) to meet financial objectives.
- Maximize Wallet Share: Scale the business through consistent revenue growth and equity advisory.
Team Leadership & Talent Development:
- Team Building: Recruit, train, and develop Relationship Managers (RMs) and advisors.
- Performance Monitoring: Conduct daily team reviews and track productivity metrics.
- Joint Field Work: Participate in joint client calls with RMs to close high-value deals.
Client Engagement & Market Advisory:
- Direct Engagement: Ensure a minimum of 3 client meetings per day to strengthen relationships.
- Customized Solutions: Deliver high-quality equity advisory and portfolio enhancement strategies.
Operations & Compliance:
- Regulatory Adherence: Conduct regular checks to ensure strict compliance with internal and external surveillance guidelines.
- Cross-Functional Synergy: Collaborate with Operations, Product, Risk, and Compliance teams for seamless onboarding.
Role Requirements:
Education: Postgraduate Degree in Finance, MBA, or related financial fields.
Experience & Skills :
- 8+ years of experience in Banking and Wealth Product Sales.
- Proven track record in Wealth Management, PCG, or Equity Advisory.
- Deep understanding of equity markets, portfolio handling, and financial investment products.
- Prior experience managing a team and driving a business P&L.
- Strong knowledge of regulatory norms, compliance, and risk controls.
- Exceptional leadership, communication, and stakeholder management skills.