Team Lead PCG Advisory

Motilal Oswal Financial Services (MOFSL); Mumbai Suburban, Navi Mumbai, Mumbai; Vor Ort; INR 1.200.000 - 1.800.000; Vollzeit

Zusammenfassung

Motilal Oswal Financial Services (MOFSL) is seeking a PCG Advisor to manage HNI/Ultra-HNI clients and family offices with end-to-end wealth management solutions, advisory, and broking services.

You will handle client acquisition, cross-selling, and trading responsibilities, ensuring value addition and revenue growth for high-net-worth portfolios in a fast-paced wealth management environment.

Qualifikationen

• 5+ years of broking experience with HNI/Ultra-HNI clients and family offices.
• Strong understanding of capital markets, risk management and trading operations.
• Excellent communication and relationship-building skills.

Aufgaben

• Execute trades and manage client portfolios per regulatory guidelines.
• Provide comprehensive investment advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products.
• Drive cross-selling of third-party products to enhance wallet share.
• Conduct regular portfolio reviews and client meetings.
• Meet revenue/activation targets through trading and advisory services.

Kenntnisse

HNI client acquisition

Wealth management

Trading platforms

Cross-selling

Ausbildung

Graduate/Postgraduate in Finance/Commerce

NISM Series VIII Equity Derivatives Certification

Jobbeschreibung

Job Purpose

The 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.