Position: PCG Advisor- HNI Desk (Franchisee)

CTC: Up to 11 LPA

Exp. 2+ Yrs. in Trading/ HNI Advisory role

Location: Malad, Mumbai

Education: Graduate

Industry: Financial Services

Job Purpose:

The Advisor - Franchisee PCG is responsible for managing client portfolios, providing advisory support, and driving revenue through equity, derivatives, and other financial products. Please note: There will be NO new client acquisition in this role. The position focuses purely on building strong relationships with the existing client base, portfolio activation, client retention, and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and AIFs. The Advisor will also collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance, and market-informed recommendations.

Key Deliverables:

Ultra HNI Client Advisory & Portfolio Management

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Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.

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Manage large existing client books (25 Lacs & above) with strategic, research-based investment recommendations.

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Conduct detailed profiling of clients' financial requirements, investment style, and risk appetite.

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Recommend suitable portfolios and actionable strategies to maximise returns and client satisfaction.

Client Engagement & Account Penetration (No New Client Acquisition)

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Zero New Client Acquisition: Entire focus is on managing, retaining, and expanding wallet share within the mapped existing client base.

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Conduct regular meetings with high-value clients and Business Associates (BAs) to ensure ongoing engagement and satisfaction.

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Activate existing/inactive BA clients through high-quality advisory interactions.

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Identify and implement upselling opportunities to diversify established client portfolios.

Business Associate (BA) Relationship & Revenue Scaling

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Build robust relationships with BAs to ensure quality business growth and client service.

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Support BAs in scaling revenue fro

📌 PCG Advisor- Franchisee (Mumbai)
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