PCG Advisor

Job SpecificationsRole Designation: Manager/Senior Manager Department: Advisory-PCGFunction: PCGCompany: Motilal Oswal Financial Services LtdReporting to: Group Leader Advisory-PCGLocation: Mumbai
Job PurposeThe PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.
Key Deliverables

• Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
• Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).
• Conduct regular portfolio reviews and advice based on market trends and client return objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Role Requirements

• Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII Equity Derivatives Certification.

• Experience:

• 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

• Skills & Competencies:

• Strong understanding of capital markets, risk management, portfolio and trading operations.

• Proven track record in new client acquisition through references and relationship management.

• Excellent communication, negotiation, and interpersonal skills.

• High ethical standards and a client-centric approach.

• Proficiency in Trading and Advisory Platforms and portfolio analytics.

Why Join Us?

• Trusted Brand & Growth Opportunities: Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks.
• High Earning Potential: Rewarding incentives with no upper side capping
• End-to-End Wealth Management Exposure: Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices.
• Access to Premium Tools & Research: Leverage advanced trading platforms, market insights, and digital wealth management solutions.
• Collaborative & Learning-Focused Culture: Work in a supportive, high-performance environment with continuous learning and mentoring.