Experience:
1–3 Years Industry: Broking / Securities
Key Responsibilities
● Manage and grow a portfolio of HNI clients. ● Provide investment advisory, portfolio management, and wealth solutions. ● Drive revenue through broking and securities product sales. ● Develop and maintain long-term relationships with HNI clients. ● Ensure high-quality client servicing and timely resolution of client requirements. Candidate Profile ● 1–3 years of relevant experience in the Broking / Securities industry. ● Candidates from reputed broking firms will be preferred, including SBI Securities, Kotak Securities, Anand Rathi, Sharekhan, Nuvama Wealth, Axis Securities, YES Securities, HDFC Securities, ICICI Securities, or similar organizations. ● Robust verbal and written communication skills. ● Candidates residing along the Western Line, Mumbai will be preferred.
📌 PCG Advisor (Pune)
🏢 Bharat HR
📍 Pune
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