​Job Title: PCG Advisor (Private Client Group Advisory)

​Location: Pune City, Maharashtra

​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 recent 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:
​Minimum Qualification: Graduation & Above.
​Preferred Qualification: Post graduate.

​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 Pune.

Pay: ₹800,000.00 - ₹1,200,000.00 per year

Work Location: In person

📌 Pcg Advisor Pune
🏢 Bharat HR
📍 Pune