Location
Mumbai
Job Type
Full-time
Posted
June 06, 2026
Job Description
About the Job
We are looking for a dynamic and revenue-driven
Head – PCG Desk (Private Client Group)
to lead and scale our advisory-led wealth and investment business. The role requires strong expertise in
wealth management, equity advisory, HNI/UHNI client acquisition, investment product selling, and team leadership .
The ideal candidate should have a proven track record in driving
AUM growth, revenue generation, advisory sales, and client engagement
within reputed broking houses, wealth firms, private banks, PMS firms, or investment advisory organizations.
Roles & Responsibilities
Lead and scale the PCG Desk business with focus on revenue growth, AUM expansion, and client acquisition.
Drive advisory-led selling across Equity, PMS, Mutual Funds, MTF, Structured Products, and allied investment products.
Build and manage strong HNI/UHNI client relationships and investment engagement models.
Drive RM/Advisory team producti...
We are looking for a dynamic and revenue-driven
Head – PCG Desk (Private Client Group)
to lead and scale our advisory-led wealth and investment business. The role requires strong expertise in
wealth management, equity advisory, HNI/UHNI client acquisition, investment product selling, and team leadership .
The ideal candidate should have a proven track record in driving
AUM growth, revenue generation, advisory sales, and client engagement
within reputed broking houses, wealth firms, private banks, PMS firms, or investment advisory organizations.
Roles & Responsibilities
Lead and scale the PCG Desk business with focus on revenue growth, AUM expansion, and client acquisition.
Drive advisory-led selling across Equity, PMS, Mutual Funds, MTF, Structured Products, and allied investment products.
Build and manage strong HNI/UHNI client relationships and investment engagement models.
Drive RM/Advisory team producti...