Job Role: PCG Advisor

Experience: 3+ Years

Location: Mumbai

Qualifications:

•Graduate/Postgraduate in Finance, Commerce, or related fields.

•Mandatory: NISM Series VIII – Equity Derivatives Certification.

Skills & Competencies:

• Experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

• Strong understanding of capital markets, risk management, portfolio and trading operations.

• Proven track record in new client acquisition through references and relationship management.

• Excellent communication, negotiation, and interpersonal skills.

• High ethical standards and a client-centric approach. o Proficiency in Trading and Advisory Platforms and portfolio analytics.

Roles and Responsibilities:

• Manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services.

• Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

• Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

• Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

• Conduct regular portfolio reviews and advice based on market trends and client return objectives.

• Drive cross-selling of third-party products to enhance client portfolios and wallet share.

• Meet and exceed revenue/activation targets through equity/derivatives trading and product crossselling.