Role & responsibilities

Ultra HNI Client Advisory & Portfolio Management

- Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
- Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
- Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.
- Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.

Business Associate (BA) Relationship & Revenue Scaling

- Build solid relationships with BAs to ensure quality business growth and client service.
- Support BAs in scaling their existing client base and revenue through advisory excellence.
- Act as a mentor and advisor to BAs on market opportunities and investment strategies.

Advisory Excellence & Market Strategy

- Apply deep market understanding and advanced investment strategies to grow client books.




- Create and manage large option portfolios and high-value trades for Ultra HNI clients.
- Provide timely insights on emerging market trends, opportunities, and risk management strategies

Client & BA Engagement

- Conduct regular meetings with high-value clients and BAs to ensure engagement and satisfaction.
- Activate BA clients through high-quality advisory interactions.
- Identify and implement upselling opportunities to diversify client portfolios.

Product Advisory & Upselling

- Guide clients on suitable investment products: Mutual Funds, PMS, IAP, Insurance.
- Ensure portfolio diversification to bring stability, wealth creation, and long-term client retention.

Focus on increasing client wallet share and BA revenue through structured advisory approaches.Report any identified operational or compliance risk areas promptly.

📌 PCG Advisory (Mumbai)
🏢 Genius Consultants
📍 Mumbai