Position Title:

PCG-Advisor

Department:

Broking / Equity Advisory

Location:

Mumbai

CTC:

Up to 10 LPA

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.)

● Expected CTC must align with the budgeted range for this role

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 referralsRequired Skills & Experience

Candidates should have a minimum of 1–2 years of experience in Equity Dealing or the Broking industry

, with mandatory hands-on experience in trade execution in Cash and/or Derivatives. Candidates must have a background in Broking/Securities firms along with proven experience in client handling, advisory, and relationship management

. Experience in third-party product distribution will be preferred. Candidates holding NISM Series VIII (Equity Derivatives)

, NISM Series VII (Securities Operations), or equivalent certifications will be preferred. The candidate's expected CTC should also be within the company budget.

FRESHERS ARE NOT ELIGIBLE FOR THIS ROLE.

📌 PCG ADVISOR- Equity Segment (Mumbai)
🏢 Bharat HR
📍 Mumbai