
Advisor PCG
14 hours ago
Advisor – PCG
Reporting To -Group Advisory Leader – PCG
Location- Mumbai
Job Purpose
Generate brokerage by advising HNI/PCG clients on equity portfolios.
Manage investment & trading portfolios of existing and new clients.
Drive new client acquisition.
Handle investment products (IP) along with equity trading.
Key Deliverables
Derivative trading.
Independently manage clients with book size of ₹1 Cr & above.
Execute trades seamlessly on terminal.
Conduct in-depth client financial profiling & portfolio recommendations.
Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.
Role Requirements
Education: Graduate in any discipline, MBA (Finance preferred), NCFM certification.
Experience: 5+ years in financial markets.
Domain Knowledge: Strong understanding of capital markets.
IT Skills: MS Office.
Job Types: Full-time, Permanent
Pay: ₹1,500, ₹3,000,000.00 per year
Work Location: In person
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