Private Client Group - Head

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...

Ready to Apply?

Submit your application today and join our talented team at Deven Choksey.