Position: PCG Advisor

Job Summary

We are looking for a dynamic and client-focused PCG Advisor to manage and grow relationships with Super HNI clients.

Key Responsibilities:

- Provide investment advisory services to Super HNI clients across Equity, Derivatives, Currency, and Commodity markets.
- Manage and service client portfolios with an Assets Under Management (AUM) of ₹25 Lakhs and above .
- Generate revenue through effective advisory, client activation, and relationship management.
- Cross-sell financial products such as Mutual Funds, PMS (Portfolio Management Services), and Insurance.
- Acquire recent clients while strengthening and retaining existing client relationships.
- Understand clients' financial objectives, risk appetite, and investment preferences to recommend suitable investment strategies.
- Ensure timely resolution of client queries and complaints within the defined Turnaround Time (TAT).
- Monitor market trends and provide proactive investment recommendations to clients.

Eligibility Criteria:





- Graduate in any discipline
- Experience in wealth management, stock broking, investment advisory, or financial services is preferred.
- Strong knowledge of Equity, Derivatives, Currency, Commodity markets, and investment products.
- Excellent communication, relationship management, and sales skills.
- Ability to manage HNI/UHNI client relationships and achieve business targets.

Preferred Skills:

- Strong analytical and financial advisory skills.
- Client relationship management and portfolio servicing.
- Sales and business development capabilities.
- Knowledge of Mutual Funds, PMS, Insurance, and other wealth management products.
- Problem-solving and customer-centric approach.

Interested candidates are invited to share their updated resume for further discussion. WhatsApp to : Hr Priyanka: (phone hidden)

📌 PCG Equity Advisor (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai