Equity Trader

3 weeks ago

Mumbai Maharashtra India, Maharashtra BankingFinanceNBFC Jobs Full time

Job Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-Prabhadevi

NB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.

CTC: Up to 22 LPA

Role Objective:

Manage and grow HNI/UHNI client relationships by advising on equities, derivatives & other financial products, driving revenue through trading/advisory and cross‐selling.

Key Responsibilities:

  • Acquire & manage HNI/UHNI clients, deepen relationships.
  • Provide equity/derivative investment & trading advice.
  • Generate brokerage & revenue; cross‐sell MF, PMS, insurance etc.
  • Monitor portfolios, review performance & risk.
  • Stay updated on market trends & research.
  • Ensure compliance with SEBI/regulatory norms.
  • Maintain MIS/reports for management.

Qualifications & Skills:

  • Graduate/Postgraduate in Finance/Commerce.
  • 3–10+ yrs experience in broking/trading & HNI client handling.
  • Strong market knowledge & order execution skills.
  • Excellent communication & relationship management.

KPIs:

  • Client acquisition & activation.
  • AUM & revenue growth.
  • Cross‐sell targets.
  • Client satisfaction & compliance adherence.

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