
Equity Trader
1 day ago
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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