Position Title: PCG-Advisor

Department: Broking / Equity Advisory

Location: Mumbai

Role Overview

We are looking for an experienced skilled with hands-on trade execution and equity dealing experience to manage client relationships, execute trades, and drive third-party product sales within the broking/securities business. This is a client-facing role requiring strong market knowledge, dealing expertise, and advisory capability.

Mandatory Requirements

● Hands-on Trade Execution / Equity Dealing experience (non-negotiable requirement)

● Prior experience in the Broking / Securities industry

● Demonstrated Advisory / Client Relationship Management experience

● Experience in Third-Party Product Sales (Mutual Funds, Insurance, PMS, Bonds, etc.)

Key Responsibilities

● Execute equity trades (cash, F&O;) directly on behalf of clients with speed and accuracy

● Manage and grow a portfolio of HNI/retail clients through regular engagement

● Advise clients on equity investments, market trends,



and portfolio strategy

● Cross-sell third-party financial products (Mutual Funds, Insurance, Bonds, PMS, etc.)

● Ensure compliance with regulatory and internal risk/dealing guidelines

● Meet revenue, brokerage, and AUM targets as defined by management

● Build and maintain long-term client relationships to drive retention and referrals

Required Skills & Experience

Criteria

Requirement

- Experience -Minimum 1-2 years in equity dealing/broking
- Trade Execution -Mandatory hands-on dealing experience (cash/derivatives)
- Industry Background-Broking/Securities firms only
- Client Handling -Proven advisory/relationship management track record
- Product Sales
- Third-party product distribution experience preferred

- Certifications -NISM Series VIII (Equity Derivatives), NISM Series VII (Securities Operations) or equivalent

📌 PCG-Advisor (Mumbai)
🏢 Bharat HR
📍 Mumbai