Motilal Oswal - Team Leader - Advisory - Private Client Group

Job Purpose:
- To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI
- Clients and family office, while also functioning as a playing captain-managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.
Key Deliverables:
Business Growth & Revenue:
- 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, 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.
Role Requirements:
Education: Post-graduate in Finance, Business, Economics, or related fields.
Experience:
- 5+ 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.