Role Overview:

Job Title: PCG Advisor (Private Client Group Advisory)
Location: Pune City , Maharshtra
Experience: 4 - 6 Years
CTC: 8 - 12 LPA

Key Responsibilities:

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

Creation of revenue & Activation of clients through effective Advisory.

Cross selling of other products like Mutual fund, PMS, Insurance.

Handling Queries & complains of client's & solving it within TAT.

Acquiring new clients & retaining the old clients by periodic meetings.

Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

Monitoring & enhancing Advisor's Advising skills through call tracking,



weekly targets & meetings, con calls.

Educational Specifications:

Preferred Qualification: Post graduate

Minimum Qualification: Grduation & Above

Mandatory Requirements:

Mandatory Experience: Minimum 4 to 6 years of core experience in handling Equity, Derivatives, and Super HNI clients. Candidates from outside wealth management, broking, or advisory backgrounds need not apply

Location Requirement: Must be currently based in Pune or willing to work in office at FC Road, Pune

📌 PCG ADVISOR (Pune)
🏢 Bharat HR
📍 Pune