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 solid 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 current product roll-outs.

Provide market insights and competitor analysis to improve business positioning.

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.

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