Wealth Advisor (Mumbai)

Wealth Advisor (Mumbai)

21 Aug
|
Bharat HR
|
Mumbai

21 Aug

Bharat HR

Mumbai

JOB DESCRIPTION – PCG ADVISOR | HNI DESK
Position: PCG Advisor – HNI Desk
Location: Mumbai
Experience: 1–3 Years
Industry: Broking / Securities
Key Responsibilities
Manage and grow a portfolio of HNI clients.
Provide investment advisory, portfolio management, and wealth solutions.
Drive revenue through broking and securities product sales.
Develop and maintain long-term relationships with HNI clients.
Ensure high-quality client servicing and timely resolution of client requirements.

Candidate Profile

1–3 years of relevant experience in the Broking / Securities industry
.Candidates from reputed broking firms will be preferred, including SBI Securities, Kotak Securities, Anand Rathi, Sharekhan, Nuvama Wealth, Axis Securities, YES Securities, HDFC Securities, ICICI Securities, or similar organizations
.Solid verbal and written communication skills
.Candidates residing along the Western Line, Mumbai will be preferred
.

Compensation
CTC: Up to ₹10 LPA Fixed + Variable, depending on experience and interview performance.

📌 Wealth Advisor (Mumbai)
🏢 Bharat HR
📍 Mumbai

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