Manager/ Senior Manager

Job Specifications

Role Designation: Manager/Senior Manager Department: Sales PCG Wealth Function: Private Client Group (PCG) Company: Motilal Oswal Financial Services Ltd Reporting to: Group Leader-PCG Wealth Location: Mumbai Job Purpose To acquire, manage, and grow relationships with high-net-worth (HNI/Ultra-HNI) clients under the Private Client Group. The role focuses on delivering personalized wealth management solutions, deepening wallet share, and ensuring a superior client experience with complete compliance and portfolio performance. Key Deliverables  HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG portfolio through strategic sourcing.  Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery.  Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and A...