PCG Advisory - Team Leader

Role : Advisory - PCG

Job Location - Motilal Oswal Tower, Prabhadevi

KEY RESPONSIBILITIES

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.

REQUIREMENT:

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:

• Strong understanding of financial markets, HNI investment behaviour, 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.

*Interested candidates can share their Resume at [email protected]*