Urgent Advisor-PCG

3 days ago


Mumbai Hyderabad Chennai, India KG Engineering And Consultancy Full time
Job Description

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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