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 a book size of - 1 Cr & above.
- Execute trades seamlessly on the 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 (Looking from a brokerage firm)
Domain Knowledge: Strong understanding of capital markets.
IT Skills: MS Office.
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