Key Deliverables

• HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG

portfolio through strategic sourcing.

• Relationship Management: Build solid, long-term relationships with premium clients through continuous

engagement and exceptional service delivery.

• Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF,

Bonds, Insurance, and Alternate Investment products.

• Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic

reallocations based on market trends.

• AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to

maximize wallet share.

• Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance,



and accurate

documentation in line with regulatory norms.

• Market Intelligence: Stay informed of market movements, product changes, and economic developments to

deliver proactive insights to clients.

• Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to

ensure best-in-class advisory and service.

• Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk

management frameworks.

• Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent

engagement.

📌 PCG Weath Manger - Mumbai
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai