Greetings from Avani Consulting!!!

Hiring: PCG Advisor Securities Advisory

Location: Chennai | Bangalore | Hyderabad

Key Responsibilities

- Execute trades on behalf of clients in line with their investment strategies, risk appetite, and preferences.

- Provide research-based investment advisory based on client profiling to drive revenue generation and build the MTF book.

- Promote and cross-sell third-party investment products including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), and Unlisted Shares.

- Acquire new clients while maintaining and nurturing long-term relationships with existing clients.

- Conduct regular client meetings and portfolio reviews to assess performance and realign investment strategies as required.

Advisory Selection Criteria

- Mandatory: NISM Series 5A & 8 certification





- Strong advisory background is a must (pure sales profiles to be avoided)

- Only candidates from broking / securities firms will be considered (banking profiles not accepted)

- Candidates must meet the minimum experience criteria as per the JD

- For frontline sales/advisory roles, age should not exceed 35 years

- Preference for reliable profiles – frequent job switches or career gaps to be avoided

Interview Process

- L1 interviews: In-person

- Subsequent rounds: Virtual

Contact Details (For Profile Sharing)

Email: [email protected]
Mobile: (phone hidden)

By
Uttam
HR Recruiter

📌 PCG Advisor (Hyderabad)
🏢 Avani Consulting
📍 Hyderabad