PCG Desk Head

Job PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To ensure quality...

Job DescriptionGroup Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To...

Head of PCG OperationsA highly dynamic and challenging role awaits an experienced leader at a leading financial institution.Main Responsibilities:- Oversee overall operations, strategy, and performance of assigned departments or organizations.- Develop and implement policies, processes, and objectives to achieve organizational goals.- Foster collaboration...

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality...

Profile HNI Desk Head Designation AVP & above PRIMARY JOB RESPONSIBILITIES  Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.  Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.  Managing new and...

Job SpecificationsProfileHNI Desk HeadDesignationAVP & abovePRIMARY JOB RESPONSIBILITIES• Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.• Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.• Managing...

ProfileHNI Desk HeadDesignationAVP & abovePRIMARY JOB RESPONSIBILITIES Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing...

Client: Wealth Management Company of a leading business Conglomerate Designation: Regional Head PCG Location Mumbai (BKC) Key Responsibilities:Leading advisory and sales team. Develop and execute the overall advisory business strategy Build and maintain strong relationships with key clients and partners Oversee the development and delivery of...

JOB DETAILS 1 To lead the Front office team towards achieving the highest standards of client services.2 To achieve team and individual sales targets while converting all leads into Studio walk-ins. 3 Handling inquiries on phone as well as on emails.4 Ensure that all the Brand Standards are followed.5 Monitor front office personnel to ensure clients receive...