Job Title-PCG Advisor

Location: Mumbai

Experience: Minimum 3 years in broking/trading domain

Notice Period / Gap: Up to 60 days

Key Responsibilities:

Executing trades and order-punching across equity, derivatives, options, and cash segments

Managing and servicing an existing base of HNI & UHNI clients Acquiring current clients through research, events, referrals, or network

Ensuring exceptional client servicing and relationship building

After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending)

Key Skills & Qualifications:
Solid experience in trading platform operation and order execution

Deep understanding of derivatives, options, and equity cash markets

Proven track record in HNI/UHNI client interaction & relationship management

Self-motivated with strong client acquisition capabilities

Excellent communication and client-centric orientation

KPIs & Targets:

Client acquisitions per quarter

AUM growth in existing client portfolios

Trade execution volumes and revenue generation

Cross-sell ratio post 2-year milestone

📌 Pcg Advisor (Mumbai)
🏢 KG Engineering And Consultancy
📍 Mumbai