Advisor - PCG

3 weeks ago


Mumbai Maharashtra India, Maharashtra KG Engineering & Consultancy Full time

Job Title: Advisor – PCG

Location: Mumbai, Hyderabad, Chennai, Bangalore

Experience: Minimum 3 years in broking/trading domain

Notice Period / Gap: Up to 60 days

Certification: NISM VIII


Key Responsibilities:

  • Executing trades and order-punching across equity, derivatives, options, and cash segments
  • Managing and servicing an existing base of HNI & UHNI clients
  • Acquiring new clients through research, events, referrals, or network
  • Ensuring exceptional client servicing and relationship building
  • After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending)

Key Skills & Qualifications:

  • Solid experience in trading platform operation and order execution
  • Deep understanding of derivatives, options, and equity cash markets
  • Proven track record in HNI/UHNI client interaction & relationship management
  • Self-motivated with strong client acquisition capabilities
  • Excellent communication and client-centric orientation

KPIs & Targets:

  • Client acquisitions per quarter
  • AUM growth in existing client portfolios
  • Trade execution volumes and revenue generation
  • Cross-sell ratio post 2-year milestone

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