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Role & responsibilities

Business Growth & Revenue • Achieve assigned Broking, AUM, and client acquisition targets for the PCG business. • Drive cross-sell and upsell of wealth and investment productsequities, 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 strong 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 new product roll-outs. • Provide market insights and competitor analysis to improve business positioning.

Preferred candidate profile

Education: Post-graduate in Finance, Business, Economics, or related fields. • Experience: o 8+ years in Wealth Management, Broking, PCG, or BFSI Sales. o Experience in managing Advisory teams is preferred. • Skills & Competencies: o Strong understanding of financial markets, HNI investment behaviour, and wealth products o Hands-on experience in equity advisory, financial planning, and portfolio management. o Excellent communication, coaching, and relationship management skills. o Ability to drive performance and maintain compliance rigor.

Perks and advantages

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📌 Sr Advisor - PCG (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai