PCG Advisory - Team Leader

Motilal Oswal Financial Services (MOFSL); Mumbai; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Mumbai seeks an experienced Advisory professional for the PCG segment. You will drive growth, manage advisory teams, and oversee client acquisition, cross-sell, and portfolio guidance for high net-worth clients.

Responsibilities include leading Advisors, delivering market insights, and ensuring compliance while enhancing client satisfaction through research-backed strategies and proactive portfolio reviews.

Qualifications

• Strong understanding of financial markets and wealth products.
• Experience in equity advisory and portfolio management.
• Excellent communication, coaching, and relationship management skills.

Responsibilities

• 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, etc.).
• Monitor self & team productivity and implement initiatives to enhance conversion ratios and business quality.
• Lead, coach, and motivate Advisors to meet business objectives.
• Manage HNI/UHNI client relationships with high engagement and service standards.
• Review client portfolios, ensure timely rebalancing, and drive research-backed strategies.
• Provide market insights and competitor analysis to improve business positioning.

Skills

Wealth management

HNI clients

Equity advisory

Portfolio management

Coaching

Relationship Mgmt

Education

Post-graduate in Finance, Business, Economics, or related fields

Job description

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.