Position: Equity Advisor- PCG

CTC: Up to 15 LPA

Exp. 3 to 10 Yrs. in Financial Advisory/ UHNI Relationship Management/ Wealth Management

Location: Bangalore & Chennai

Education: Graduate/PG

Industry: Financial Services

Job Summary:

The Equity Advisor- PCG will be responsible for providing research-backed equity advisory to HNI / UHNI clients, managing an assigned PCG book, and driving brokerage and AUM growth through long-term client relationships. The role demands solid capital market understanding, an advisory mindset, and comfort working with affluent clients.

Key Responsibilities:

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

• Individually handling clients with a book size of 25 lacs & above.

• Creation of revenue & Activation of clients through effective Advisory.

• Cross-selling of other products like mutual funds, PMS, and insurance.

• Handling Queries & complaints of clients & solving them within TAT.

• Acquiring current clients & retaining the old clients through periodic meetings.





• Profiling clients by conducting an in-depth review of clients' financial requirements, analysing

information & recommending portfolios.

• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &

meetings, con calls.

Required Skills:
Graduate / MBA
3+ years of experience in Equity Advisory / PCG / Wealth Management
Hands-on experience managing HNI / UHNI clients
Strong understanding of Indian equity markets & capital markets
Experience in brokerage-driven advisory roles
Ability to explain market volatility and investment rationale confidently
Robust communication, presentation, and relationship management skills

Preferred Skills & Knowledge
Equity Research interpretation (Fundamental & Technical)
Portfolio Management & Asset Allocation
PMS / AIF / IPO advisory exposure
Familiarity with trading platforms & CRM tools
Knowledge of SEBI advisory guidelines and c

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