PCG Advisor-Team Lead

Motilal Oswal; India; On-site; INR 1,500,000 - 3,500,000; Full time

Benefits offered by this job

Leadership trajectory

Premium trading platforms

Research access

Job summary

Motilal Oswal Financial Services Ltd in Mumbai is hiring a PCG Advisor Team Leader (AVP/VP) to grow the business by leading a 45‑strong advisor team while maintaining a personal client portfolio for HNI/UHNI clients and family offices.

The role combines leadership, performance management, and hands‑on trading oversight in equities, derivatives, and wealth products, with targets in AUM and revenue and exposure to premium platforms and research.

Qualifications

• Education: Post-Graduate in Finance, Business, Economics, or related fields.
• Experience: 5+ years in Wealth Management, PCG, Broking, or BFSI Sales with advisory team exposure.
• Skills: strong leadership, client management, and market knowledge across asset classes.

Responsibilities

• Lead and mentor a 45 Advisor team to meet targets and foster a client-first culture.
• Achieve revenue, Broking, and AUM targets at individual and team levels.
• Provide comprehensive advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products.
• Drive cross-selling to maximize wallet share from HNI/UHNI accounts.
• Oversee trading activities, order punching, and portfolio rebalancing within risk/regulatory guidelines.

Skills

Team leadership

Wealth management

AUM growth

Client acquisition

Equity trading

Derivatives

Portfolio analytics

Coaching

Education

Post-Graduate in Finance

Post-Graduate in Business

Post-Graduate in Economics

Tools

NISM Series VIII - Equity Derivatives Certification

Job description

Job Title

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 45 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 45 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.
• Strong 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.

Compensation: 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 .