JAYESH JITENDRA MEHTA
PCG Wealth Advisory (FINANCE)
Ghatkopar (E)
Summary
An accomplished professional wealth management professional with over 18 years of progressive experience in investment advisory, client portfolio management, and financial services. Proven track record of driving business growth, nurturing client relationships, and delivering high-value wealth solutions. Seeking to leverage my expertise within a forward-thinking organization to contribute to its growth while continuing personal and professional development.
Overview
18
18
years of professional experience
4
4
Languages
Work History
Senior PCG Advisor (Assistant Vice President)
Motilal Oswal Financial Services Ltd
12.2024 - 05.2025
- Managing Ultra HNI and PCG client portfolios with a focus on wealth enhancement and long-term capital growth.
- Advising on a broad spectrum of financial products: LAS, Insurance, Mutual Funds, Bonds, PMS, Currency, Equity & Derivatives.
- Providing actionable insights and trade recommendations to optimize client investments.
- Conducting regular portfolio reviews and strategy meetings to deepen client engagement.
- Ensuring seamless execution of high-value trades while maintaining compliance with regulatory frameworks.
- Strategizing to increase client wallet share through cross-selling and upselling of wealth products.
- Monitoring market trends and macroeconomic indicators to keep clients informed and aligned with market movements
Sales Trader (Assistant Vice President)
JM Financial Services Ltd
12.2022 - 12.2024
- Led the advisory and trading desk for HNI and Ultra HNI clients, ensuring premium service delivery.
- Delivered tailored investment strategies across diverse asset classes, including equities, derivatives, and structured products.
- Strengthened client relationships through proactive communication and strategic portfolio management.
- Facilitated high-value transactions, block deals, and leveraged trading, while ensuring risk mitigation.
- Collaborated closely with research and product teams to deliver timely market intelligence and insights.
Team Leader (Senior Manager – 04)
Bajaj Financial Securities Ltd
09.2021 - 11.2022
- Supervised a team of wealth advisors focusing on HNI clients.
- Handled block trades, institutional dealings, and large-scale funding operations (LAS and IPO funding up to ₹100 crore).
- Revitalized dormant accounts and enhanced revenue through strategic client engagement.
PCG Advisor (Manager 3)
Axis Direct
01.2021 - 08.2021
- Managed a portfolio of 150 clients with a cumulative net worth of over ₹300 crore.
- Specialized in Burgundy client advisory, ensuring consistent portfolio growth.
- Conducted regular market briefings and in-depth financial reviews.
Wealth HNI Advisor (Manager)
Yes Securities Ltd
06.2017 - 12.2020
- Oversaw 200+ clients with a net worth exceeding ₹100 crore.
- Led advisory on equity, mutual funds, PMS, and MTF, ensuring robust AUM growth.
Wealth Retail & HNI Advisor (Deputy Manager)
Kotak Securities Ltd
05.2013 - 06.2017
- Managed over 300 clients, generating an average monthly revenue of ₹700,000.
- Developed a proactive approach to client activation and retention.
Wealth Retail Advisor
Angel Broking
06.2007 - 12.2012
- Spearheaded client acquisition and portfolio management efforts.
- Built long-term client relationships, and optimized investment strategies.
Education
Bachelor of Commerce - Accounting & Finance
Mumbai University – S.I.E.S. College
Mumbai, India 04.2001 -
Higher Secondary Certificate - Accounting And Finance
Mumbai Board
Mumbai, India 04.2001 -
Graduate Certificate - Accounting And Finance
Mumbai Board
Mumbai, India 04.2001 -
Skills
Investment Advisory & Wealth Management
HNI & Ultra HNI Client Handling
Portfolio Management & Revenue Generation
Equity & Derivatives Trading
Mutual Funds, PMS, LAS, and Structured Product
Client Relationship Management & Retention
Institutional Dealing & Block Trades
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong command of online trading platforms and market analysis tools
Fast and accurate trade execution with robust typing and data entry skills
AREAS OF INTEREST
- Wealth Advisory & Portfolio Strategy
- Institutional Dealing & Investment Products
- Financial Market Research & Client Engagement
Timeline
Senior PCG Advisor (Assistant Vice President)
Motilal Oswal Financial Services Ltd
12.2024 - 05.2025
Sales Trader (Assistant Vice President)
JM Financial Services Ltd
12.2022 - 12.2024
Team Leader (Senior Manager – 04)
Bajaj Financial Securities Ltd
09.2021 - 11.2022
PCG Advisor (Manager 3)
Axis Direct
01.2021 - 08.2021
Wealth HNI Advisor (Manager)
Yes Securities Ltd
06.2017 - 12.2020
Wealth Retail & HNI Advisor (Deputy Manager)
Kotak Securities Ltd
05.2013 - 06.2017
Wealth Retail Advisor
Angel Broking
06.2007 - 12.2012
Bachelor of Commerce - Accounting & Finance
Mumbai University – S.I.E.S. College
04.2001 -
Higher Secondary Certificate - Accounting And Finance
Mumbai Board
04.2001 -
Graduate Certificate - Accounting And Finance
Mumbai Board
04.2001 -