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, prospects, 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 (India)
🏢 Genius Consultants
📍 India