PCG Team Leader - HNI Relationship Management

Job Description:

Looking for experienced professionals for the position of Advisor PCG Team Leader. This is a Playing Captain role where the candidate will be responsible for managing a team while also driving individual business targets. The ideal candidate should have strong experience in HNI/UHNI client handling, equity trading, order punching, client acquisition, and team management within the Broking and Capital Markets domain.

Key Responsibilities:

- Lead, mentor, and manage a team of Advisors/Relationship Managers.

- Drive both individual and team revenue targets.

- Acquire and manage HNI and UHNI clients.

- Generate brokerage revenue through trading and advisory services.

- Handle client trading requirements and order execution.

- Guide team members on client acquisition and relationship management strategies.

- Monitor team performance and ensure achievement of business objectives.

- Build and maintain strong relationships with high-value clients.

- Provide market insights on Equity, Derivatives, Futures & Options, and Cash Market.

- Ensure excellent client servicing and portfolio support.

- Support cross-selling of financial and investment products.

- Maintain compliance with company and regulatory guidelines.

Candidate Requirements:

- Minimum 5 years of experience in Stock Broking, Capital Markets, Wealth Management, or PCG Business.

- Team Handling experience is mandatory.

- Candidate should be able to bring a team of 4-5 members.

- Strong experience in Trading and Order Punching.

- Experience in handling HNI and UHNI clients.

- Proven track record in Client Acquisition and Client Servicing.

- Good understanding of Equity Markets, Derivatives, Futures & Options (F&O), and Cash Market.

- Strong leadership, communication, and relationship management skills.

- Ability to achieve both individual and team business targets.

Why Join Motilal Oswal?:

- One of India's leading financial services organizations.

- Strong brand presence in Wealth Management and Capital Markets.

- Attractive compensation and incentive structure.

- Opportunity to lead and grow a high-performing team.

- Excellent career growth and leadership opportunities.

- Dynamic and performance-driven work environment.