Job Purpose To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions.

The Team

Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.

Key Deliverables

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.

Role Requirements

- Education: Post-graduate in Finance, Business, Economics, or related fields.

- Experience
- 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.
- Experience in managing Advisory teams is preferred.
- Skills & Competencies:
- Robust understanding of financial markets, HNI investment behavior, and wealth products
- Hands-on experience in equity advisory, financial planning, and portfolio management.
- Excellent communication, coaching, and relationship management skills.
- Ability to drive performance and maintain compliance rigor.

📌 PCG Advisor Team Leader (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai