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 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 recent product roll-outs.

- Provide market insights and competitor analysis to improve business positioning.

📌 Senior Manager - PCG Team Advisory Leader (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai