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

📌 Team Leader Pcg Mumbai Suburban (India)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 India