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 productivity, business activation, and revenue performance.
Work closely with Research, Product, and Sales teams to enhance investment offerings and advisory effectiveness.
Ensure achievement of business targets related to revenue, AUM growth, activation, and cross-selling.
Build a high-performance advisory and sales culture with strong compliance orientation.

Experience & Qualifications

MBA/PGDM in Finance, Marketing, or related field preferred.
Relevant NISM certifications will be preferred.
8–15 years of relevant experience in Wealth Management, PCG Desk, Equity Advisory, or Investment Sales.
Proven experience in handling:
₹75 Lakhs – ₹1.5 Cr+ monthly revenue business.
₹300 Cr – ₹1000 Cr+ AUM/HNI-UHNI investment book.
HNI/UHNI client acquisition and advisory-led investment sales.
RM/PCG/Advisory team Building, Management and Productivity Enhancement.
Strong understanding of capital markets, investment products, and advisory-driven wealth business models.

Skills Required

Domain Skills

Wealth Management & PCG Desk Operations
Equity Advisory & Investment Product Selling
HNI/UHNI Relationship Management
Revenue Generation & AUM Growth
Capital Markets & Portfolio Advisory

Technical Skills

CRM & Wealth Management Platforms
MIS, Analytics & Business Reporting
Investment Product Understanding
Excel, PowerPoint & Sales Tracking Tools

Managerial Skills

Team Leadership & Revenue Management
Strategic Business Development
Stakeholder & Client Relationship Management
Strong Communication & Advisory Skills

Private Client Group - Head