Advisor-PCG

2 days ago


Chennai Hyderabad Mumbai, India KG Engineering And Consultancy Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Title: Advisor PCG

Location: Mumbai

Experience: Minimum 3 years in broking/trading domain

Key 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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