PCG Advisor

Location: Mumbai
Experience: 3+ Years

About the Role

We are looking for an experienced PCG Advisor / Wealth Management professional to manage and grow relationships with HNI, UHNI clients and Family Offices.

The role involves providing customized investment and wealth management solutions, managing client portfolios, executing trades, acquiring new clients, cross-selling financial products and driving revenue through equity, derivatives and other investment products.

The ideal candidate should have strong exposure to HNI wealth management, capital markets, broking and investment advisory, along with a proven track record of client acquisition and relationship management.

Key Responsibilities

- Manage and develop relationships with HNI, UHNI clients and Family Offices.
- Acquire new HNI/UHNI clients through personal networks, references and market relationships.
- Understand clients' financial objectives, risk appetite and investment requirements and provide customized investment solutions.
- Provide investment advisory across Equity, Mutual Funds, PMS, Fixed Income, Derivatives and Structured Products.
- Execute equity and derivatives trades on behalf of clients while ensuring compliance with regulatory and risk management guidelines.
- Conduct regular portfolio reviews and provide investment recommendations based on market conditions and client objectives.
- Drive cross-selling of investment and third-party financial products to increase client wallet share.
- Generate revenue through equity/derivatives trading,



advisory services and product cross-selling.
- Build long-term relationships with clients and ensure high levels of client satisfaction and retention.
- Track portfolio performance, market trends and emerging investment opportunities.
- Achieve assigned revenue, activation, acquisition and business targets.
- Work closely with research, product and internal teams to provide comprehensive wealth solutions to clients.

Candidate Profile

The ideal candidate should have:

- 5+ years of relevant experience in Wealth Management, Private Client Group, Broking or HNI Relationship Management.
- Strong experience in handling HNI/UHNI clients and/or Family Offices.
- Proven track record of new client acquisition through references, personal networks and relationship building.
- Robust understanding of Capital Markets, Equity and Derivatives.
- Practical experience in broking, trading and investment advisory.
- Good understanding of products such as Equity, Mutual Funds, PMS, Fixed Income, Derivatives and Structured Products.
- Experience in achieving revenue and business targets.
- Strong cross-selling and relationship management capabilities.
- Excellent communication, negotiation and interpersonal skills.
- Strong client-centric approach with high ethical and professional standards.
- Proficiency in trading platforms, wealth management systems and portfolio analytics.

Education & Certification

- Graduate/Postgraduate in Finance, Commerce or a related discipline.
- NISM Series VIII Equity Derivatives Certification is mandatory.

📌 PCG Advisor (Mumbai)
🏢 3across
📍 Mumbai