PCG - Cat 2 - Dealing - Lead Client Acquisition - West

Key Responsibilities 1. Business Growth & Strategy Drive end-to-end business growth across client acquisition, broking, and wealth management (MF/PMS/AIF). Own and deliver revenue, AUM, and client acquisition targets . Formulate and execute strategies to scale wealth business and improve client penetration . Identify new business opportunities, product innovations, and partnerships. 2. Client Acquisition & Revenue Generation Lead acquisition strategy through RMs for prospecting, onboarding, and activation of clients . [Acquisition RM | Word] Drive cross-sell of equity, derivatives, mutual funds, PMS, AIF, and other financial products . [Acquisition RM | Word] , [Wealth Counselor | PDF] Ensure growth in trading volumes, wallet share, and overall revenue per client . 3. Wealth Advisory & Portfolio Management Oversee wealth advisory strategy, including asset allocation, diversification, and portfolio reviews . [Wealth Counselor | PDF] Drive AUM growth across MF, PMS, and AIF products . [Wealth Counselor | PDF] Ensure high-quality advisory support for RMs through structured frameworks and insights. 4. Team Leadership & Capability Building Lead, mentor, and manage teams of Acquisition RMs and Wealth Counsellors . Drive training, development, and capability enhancement across teams. [Wealth Counselor | PDF] Build a high-performance culture aligned with business goals. 5. Client Relationship & Experience Ensure strong governance of client engagement, satisfaction, and retention . Guide teams to provide personalized financial solutions and proactive communication . [Acquisition RM | Word] Address escalations and maintain long-term client relationships. 6. Risk & Compliance Ensure adherence to regulatory, compliance, and KYC norms . Assess business risks and ensure decisions are aligned with organizational reputation and compliance standards . [Wealth Counselor | PDF] Qualifications & Experience Postgraduate in Finance / MBA (preferred) Certifications such as NISM, AMFI, CFA, or CFP preferred [Wealth Counselor | PDF] , [Acquisition RM | Word] 10–15 years of experience in financial services, wealth management, or broking Proven track record in leading teams, driving revenue, and managing AUM growth Skills & Competencies Strong knowledge of financial markets, wealth products, and broking ecosystem [Wealth Counselor | PDF] , [Acquisition RM | Word] Leadership and team management capability Strategic thinking and execution excellence Strong interpersonal, communication, and stakeholder management skills High ownership and result orientation Success Metrics Client acquisition growth AUM growth (MF/PMS/AIF) Revenue and profitability Client retention and satisfaction Team productivity and performance