Job Title

Qualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & Advisory- Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients. - Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients. - Ensure research coverage is client-centric, differentiated, and actionable. - Guide research analysts in producing high-quality reports and market insights.Client Portfolio Strategy- Provide direct equities portfolio advisory to relationship managers and clients. - Conduct periodic portfolio reviews and performance assessments. - Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles. - Drive adoption of long-term equity investing discipline while balancing tactical opportunities.Business Growth & P&L Ownership- Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues. - Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities. - Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS/structured equity solutions, etc.)Team Leadership- Lead a team of equity strategists, research analysts, and product specialists. - Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities. - Build a high-performance culture focused on client outcomes and research excellence.Compliance & Risk Management- Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications. - Establish robust risk management frameworks for stock selection and portfolio recommendations. - Maintain the highest standards of governance, ethics, and transparency in equity