💼 Full-Time Position

Private Client Group - Head

🏢
Deven Choksey
📍 Mumbai, Maharashtra, India
📍
Location
Mumbai, India
📅
Posted
June 05, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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/Ad...