Job Purpose The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables

· Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

· Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

· Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

· Conduct regular portfolio reviews and advice based on market trends and client return objectives.

· Drive cross-selling of third-party products to enhance client portfolios and wallet share.

· Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.





Role Requirements

· Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII – Equity Derivatives Certification.

· Experience:

o 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

· Skills & Competencies:

o Strong understanding of capital markets, risk management, portfolio and trading operations.

o Proven track record in recent client acquisition through references and relationship management.

o Excellent communication, negotiation, and interpersonal skills.

o High ethical standards and a client-centric approach.

o Proficiency in Trading and Advisory Platforms and portfolio analytics.

Pay: ₹600,000.00 - ₹2,500,000.00 per year

Work Location: In person

📌 PCG Advisor (Prabhadevi)
🏢 Mumbai Services
📍 Prabhadevi