- P&L; Management: Ensure effective maintenance and growth of the team’s Profit & Loss (P&L;) while meeting financial objectives.
- Recent Client Acquisition: Responsible for hiring, training, and developing team members to drive consistent acquisition and business growth.
- Coordination with Cross-Functional Teams: Ensure smooth collaboration with Operations, Compliance, Product, Risk, and other internal departments to facilitate seamless client onboarding, service delivery, and timely resolution of issues.
- Compliance & Surveillance: Conduct regular checks to ensure adherence to compliance, regulatory guidelines, and internal surveillance requirements.
- Team Leadership: Perform daily team reviews, performance monitoring,



and provide ongoing guidance to drive productivity.
- Client Meetings: Ensure a minimum of three client meetings per day to strengthen engagement and improve portfolio outcomes.
- Joint Calls: Conduct joint calls with Relationship Managers (RMs) and team members to support client servicing and conversions.

Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

📌 Group Leader PCG Wealth (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai