PCG (Private Client Group) Relationship Manager

Veerwal Getwork Services; Mumbai Suburban; On-site; INR 600,000 - 900,000; Full time

Job summary

Motilal Oswal Financial Services is seeking an Advisor Franchisee PCG in Mumbai area to manage client portfolios, provide advisory support, and drive revenue through equity, derivatives and other financial products. The role focuses on building strong client relationships, activating new clients, retaining existing ones, and cross-selling investments such as Mutual Funds, SIPs, PMS and AIFs.

You will collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance,

Qualifications

• Managing client portfolios and providing advisory support.
• Cross-selling investment solutions like Mutual Funds, SIPs, PMS, and AIFs.
• Collaborating with franchisee and HO Advisory team to ensure service excellence and compliance.

Responsibilities

• Drive revenue through equity, derivatives, and other financial products.
• Activate new clients and retain existing ones.
• Build strong client relationships and provide advisory support.
• Cross-sell Mutual Funds, SIPs, PMS, and AIFs.
• Collaborate with franchisee and HO Advisory team to ensure service excellence and compliance.

Job description

Company Name - Motilal Oswal Financial Services

Location - Mumbai - Malad

The Advisor Franchisee PCG is responsible for managing client portfolios, providing advisory support, and driving revenue through equity, derivatives, and other financial products. The role focuses on building strong client relationships, activating new clients, retaining existing ones, and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and AIFs. The Advisor will also collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance, and market-informed recommendations.