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.
Robust track record in client acquisition, relationship management, and client servicing.
Positive understanding of Derivatives, Options, Cash Market, and Equity Trading.
Robust 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 Mumbai (India)
🏢 Ghrig People Solutions
📍 India