Job Title: PCG Advisor – Team Leader (AVP / VP)

Experience: 5+ Years (8+ years preferred)

About the Role

Motilal Oswal Financial Services Ltd is hiring a PCG Advisor – Team Leader for the Private Client Group in Mumbai. Operating as a "Playing Captain," you will drive business growth by managing a team of 4–5 Advisors while simultaneously maintaining an individual portfolio to acquire and service HNI/Ultra-HNI clients and family offices.

Key Responsibilities

- Team Leadership & Management: Build, mentor, and direct a team of 4–5 individual advisors to meet target objectives, conduct regular performance reviews, and foster a high-performance, client-first culture.
- Business Growth & Revenue: Achieve assigned Broking, AUM, and client acquisition targets across both individual and team levels.
- Portfolio & Wealth Advisory: Offer comprehensive advisory across equities, mutual funds, PMS, fixed income, derivatives, options, and structured products.
- Cross-Selling & Wallet Share: Drive cross-selling and upselling of wealth products to maximize wallet share from HNI/UHNI accounts.
- Trading & Execution: Oversight and hands-on participation in trading, order punching, and portfolio rebalancing in compliance with risk and regulatory frameworks.

Role Requirements

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



5+ years of experience in Wealth Management, PCG, Broking, or BFSI Sales, with direct experience in handling advisory teams preferred.
- Key Skills:
- Hands-on expertise in equity trading, order punching, derivatives, and cash market operations.
- Proven track record in HNI/UHNI client acquisition, relationship management, and AUM growth.
- Robust leadership, coaching, and team-handling capabilities.
- In-depth understanding of financial markets, portfolio analytics, and wealth management tools.

What We Offer

- Leadership trajectory within a premier wealth management institution.
- High earning potential with performance incentives.
- Access to premium trading platforms, digital wealth tools, and institutional-grade research.

Pay: ₹1,500,000.00 - ₹3,500,000.00 per year

Application Question(s):

- Do you have hands-on experience in trading, order punching, derivatives, options, and cash market operations?
- Do you hold an active NISM Series VIII - Equity Derivatives Certification?
- What is the average portfolio size or total AUM of HNI/UHNI clients and family offices you currently handle?
- Have you managed a team of advisors while maintaining your own target goals in a "Playing Captain" capacity?

Work Location: In person

📌 PCG Advisor-Team Lead (India)
🏢 Motilal Oswal Financial Service
📍 India