​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 new 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 (India)
🏢 Bharat HR
📍 India