PCG Advisor

Location: Mumbai

Department: Private Client Group (PCG)

Job Purpose

Manage HNI/UHNI clients and family offices by providing investment advisory, wealth management, and broking services while driving client acquisition, client servicing, and revenue generation.

Key Responsibilities

- Manage and acquire HNI/UHNI clients and family offices.
- Execute trades and handle order punching/execution across equity and derivatives.
- Provide investment advisory across Equity, Mutual Funds, PMS, Fixed Income, Derivatives, and Structured Products.
- Conduct regular portfolio reviews and provide investment recommendations based on market trends and client objectives.
- Drive cross-selling of financial and investment products.
- Build and maintain strong client relationships and ensure excellent client servicing.
- Achieve revenue, activation, and business targets.

Key Requirements





- Hands-on experience in trading and order punching/execution.
- Proven experience handling HNI/UHNI clients and family offices.
- Strong track record in client acquisition, relationship management, and client servicing.
- Good understanding of Derivatives, Options, Cash Market, and Equity Trading.
- Solid knowledge of capital markets, investment products, and portfolio management.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to consistently achieve business and revenue targets.

Education & Experience

- Graduate/Postgraduate in Finance, Commerce, Economics, or related field.
- NISM Series VIII – Equity Derivatives Certification is mandatory.
- Experience in broking/wealth management with significant exposure to HNI/UHNI clients.

📌 PCG advisor (India)
🏢 Ghrig People Solutions
📍 India