Relationship Manager - PCG (HNI & Trading) (Mumbai)

Relationship Manager - PCG (HNI & Trading) (Mumbai)

31 Jul
|
Wrixty Services
|
Mumbai

31 Jul

Wrixty Services

Mumbai

Advisor PCG (Private Client Group) | HNI & UHNI Clients

Motilal Oswal Financial Services Ltd.

Location: Mumbai
CTC: 6 LPA 25 LPA
Experience: Minimum 3 Years

About the Role

We are looking for dynamic and result-oriented professionals for its Private Client Group (PCG) business. The ideal candidate should have strong experience in handling HNI and UHNI clients, equity trading, order punching, client acquisition, and relationship management within the Broking and Capital Markets domain.

Key Responsibilities

- Acquire and manage HNI and UHNI clients.
- Provide advisory support on Equity, Derivatives, Cash Market, and Trading opportunities.
- Execute client trades and handle order punching activities.
- Generate brokerage revenue through active client engagement.
- Build and maintain long-term relationships with investors and traders.
- Ensure excellent client servicing and portfolio support.
- Achieve business and revenue targets assigned by the organization.
- Cross-sell investment and wealth products as per business requirements.
- Stay updated with market trends and provide timely market insights to clients.




- Maintain high levels of customer satisfaction and retention.

Candidate Requirements

- Minimum 3 years of experience in Stock Broking, Capital Markets, Equity Advisory, or PCG Business.
- Hands-on experience in Trading and Order Punching.
- Strong exposure to HNI and UHNI client handling.
- Experience in Client Acquisition and Client Servicing.
- Valuable knowledge of Equity Markets, Derivatives, Futures & Options (F&O;), and Cash Market.
- Strong communication and relationship management skills.
- Target-oriented mindset with proven business generation capabilities.

Why Join Motilal Oswal?

- One of India's leading financial services organizations.
- Strong brand presence in Wealth Management and Capital Markets.
- Attractive compensation and incentive structure.
- Excellent career growth opportunities.
- Dynamic and performance-driven work environment.

Interested Candidates can directly contact:

Ms. Priyanka
(phone hidden)

Immediate Joiners Preferred.

📌 Relationship Manager - PCG (HNI & Trading) (Mumbai)
🏢 Wrixty Services
📍 Mumbai

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