Advisor - Pcg

1 month ago

Mumbai Maharashtra, India Sequel HR Full time

**Job Purpose**

We’re seeking an experienced professional to advise and manage Ultra HNI client portfolios offering expert guidance on equity, derivatives and commodities.

**Key Deliverables**

1. Advising and managing Ultra HNI client portfolios, analyzing financial needs, risk appetite and recommending suitable investment solutions.

2. Upselling products like Mutual Funds, PMS, IAP, and Insurance to diversify and stabilize client portfolios.

3. Responsible for generating revenue through brokerage and third-party products (TPP)

4. Travel to meet clients and franchisees, building relationships and expanding the business network.

**Role Requirements**

1. Minimum 3-5 years of experience in broking with a focus on managing large clients (HNWIs, institutional clients)
- Advising & Trading Experience is must.

2. Expertise in third-party products (PMS, IAP, Insurance, PE, Mutual Funds, AIFs) will be added advantage.

**Job Types**: Full-time, Permanent

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Schedule:

- Evening shift
- Morning shift
- Rotational shift

**Experience**:

- total work: 3 years (required)

Work Location: In person

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