Pcg Advisor Hni Desk Malad

Pcg Advisor Hni Desk Malad

02 Aug
|
Motilal Oswal Financial Services
|
Malad

02 Aug

Motilal Oswal Financial Services

Malad

Role Overview

We are hiring experienced PCG Advisors (HNI Desk) to manage HNI portfolios, execute

equity and derivative trades, provide investment advisory, generate broking revenue,

and build long-term client relationships.

Key Responsibilities
Manage HNI/Ultra HNI client portfolios.
Execute equity and derivative trades.
Provide investment advisory based on market research.
Generate broking revenue and activate dormant clients.
Cross-sell Mutual Funds, PMS, SIP, AIF and Insurance.
Maintain solid client relationships and ensure compliance.

Mandatory Eligibility
Broking/Securities industry experience only.
Minimum 2 years relevant experience.
Trade Execution & Client Advisory experience.
Solid Equity, Derivatives & Capital Markets knowledge.




Positive communication skills.
HNI client handling experience.
Bachelor's Degree.
Active NISM Series VIII certification preferred/mandatory.

Pay: ₹500,000.00 - ₹1,000,000.00 per year

Application Question(s):
Are you an immediate joiner?
Do you have a minimum of 2 years of work experience?
Is your experience specifically in the broking / securities industry?
Do you have advanced English communication skills?
Are you proficient in the technical tools/platforms relevant to broking/securities?

Work Location: In person

📌 Pcg Advisor Hni Desk Malad
🏢 Motilal Oswal Financial Services
📍 Malad

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