Job Description :

A leading Financial services and Portfolio management firm is looking for a highly experienced and motivated individual to join their team as Head - Personal Equity (PCG Desk Head) at their Mumbai HO.

About the Job :

Build. Advise. Scale At the Personal Wealth & Equity Advisory End of Markets :

We believe that successful wealth creation is built through disciplined investing, differentiated research, long-term relationships, and high-conviction advisory.

We are strengthening our Personal Equity (PCG) platform with a clear objective - to create one of the most respected equity-led wealth and advisory businesses in the industry.

This role is designed for a proven wealth management and equity advisory leader who understands how to convert research conviction into client trust, client acquisition, portfolio growth, and sustainable revenue generation.

The successful candidate will play a critical role in building and scaling the Personal Equity (PCG) business by combining advisory excellence, relationship capital, team leadership, and business development capabilities.

The role goes far beyond managing an existing client book.

The incumbent will be expected to create a scalable advisory franchise, expand HNI and UHNI relationships, strengthen equity-led advisory offerings, and build a team capable of delivering superior client outcomes.

This is not a maintenance role.

This is a platform-building opportunity where investment thinking, relationship management, revenue generation, and technology-enabled advisory converge to create long-term value.

The ideal candidate should possess strong market credibility, deep client relationships, a proven revenue track record, and the ability to lead and scale teams.

This role carries direct responsibility for revenue generation, client acquisition, advisory excellence, team development, and business growth.

Roles & Responsibilities :

- Build and scale the Personal Equity (PCG) business in alignment with organizational growth objectives.

- Generate revenue through acquisition, activation, advisory, and expansion of HNI and UHNI client relationships.

- Develop long-term wealth management relationships built on trust, performance, and advisory excellence.

- Convert research ideas and market opportunities into actionable client recommendations.

- Drive client acquisition, retention, engagement, and wallet-share expansion initiatives.

- Collaborate with Research, Product, PMS, and Institutional teams to deliver differentiated client solutions.

- Build and mentor a high-performance advisory and relationship management team.

- Increase AUM, advisory penetration, and recurring revenue streams across client segments.

- Drive client portfolio reviews, investment discussions, and strategic wealth planning initiatives.

- Expand the firm's presence across HNI, UHNI, Family Office, and affluent investor segments.

- Utilize CRM systems, analytics, and AI-enabled tools to improve client engagement and productivity.

- Contribute towards overall business growth through cross-selling, client referrals, and strategic relationship expansion.

Skills Required :

Domain Skills :

- Extensive experience in Wealth Management, Equity Advisory, and Capital Markets.

- Strong understanding of HNI, UHNI, Family Office, and Affluent Investor ecosystems.

- Proven experience in client acquisition, advisory-led sales, and revenue generation.

- Deep understanding of equity markets, portfolio construction, and investment advisory frameworks.

- Experience in managing and growing advisory books of business.

- Ability to convert research insights into investment recommendations and client action.

- Strong understanding of PMS, AIF, Mutual Funds, Structured Products, and Wealth Solutions.

- Knowledge of asset allocation, risk profiling, portfolio review, and wealth planning methodologies.

- Experience in building long-term client relationships and enhancing wallet share.

- Understanding of value investing principles and long-term wealth creation strategies.

Technical Skills :

- CRM Platforms and Client Relationship Management Systems.

- Portfolio Review and Advisory Tools.

- AI-enabled Client Engagement and Productivity Tools.

- Wealth Analytics and Reporting Platforms.

- Revenue Forecasting and Pipeline Management.

- Advanced Excel, MIS, and Performance Tracking Frameworks.

- Client Segmentation and Opportunity Mapping Systems.

- Investment Presentation and Portfolio Communication Tools.

- Data-driven Advisory and Business Development Approaches.

- Technology-enabled Wealth Management Solutions.

Managerial Skills :

- Revenue Leadership and Business Ownership.

- Team Building, Mentoring, and Advisory Team Development.

- Relationship Management and Client Engagement Excellence.

- Strategic Thinking and Business Expansion Capability.

- Negotiation and Influencing Skills.

- Commercial Acumen and Growth Orientation.

- Stakeholder Management across Business Functions.

- Decision Making and Problem Solving.

- Performance Management and Productivity Enhancement.

- Ability to build scalable advisory businesses and sustainable client franchises.

Qualification :

- MBA (Finance), CFP, CFA, CA, or equivalent professional qualification.

- NISM Certifications mandatory as applicable.

- Additional certifications in Wealth Management, Financial Planning, or Portfolio Management preferred.

Experience :

- Minimum 12 - 18 years of relevant experience in Wealth Management, Equity Advisory, Private Client Group (PCG), or Capital Market Businesses.

- Minimum 5 years in a leadership role managing advisory teams and client franchises.

- Proven track record of revenue generation and client acquisition is mandatory.

- Experience with reputed Wealth Management Firms, Brokerage Houses, Banks, PMS Platforms, Family Offices, or Investment Advisory Organizations preferred.