Advisor - Private Client Group - Broking/Banking

Job Description:

We are looking for a dynamic and client-focused Advisor - PCG with proven experience in managing High Net-Worth (HNI/UHNI) clients within the Broking, Securities, or Banking industry.

The ideal candidate should possess strong trading skills, a deep understanding of financial products, and a passion for client acquisition and relationship management.

Key Responsibilities:

Trading & Order Execution:

- Efficiently execute trades and handle order punching for clients across asset classes including equity, derivatives, and options.

Client Management:

- Manage and service an assigned portfolio of HNI/UHNI clients, ensuring high levels of satisfaction, retention, and portfolio performance.

Client Acquisition:

- Proactively acquire new clients through referrals, cold calling, and networking within the HNI/UHNI segment.

Cross-Selling:

- Post completion of 2 years with the organization, the candidate will be responsible for cross-selling a range of financial products including PMS, mutual funds, insurance, and structured products.

Market Awareness:

- Maintain up-to-date knowledge of market trends, products, and investment strategies to advise clients effectively.

Key Requirements:

- 3-5 years of relevant experience in Broking, Securities, or Banking industries.

- Prior experience in handling HNI/UHNI/PCG/Wealth clients is mandatory.

- Hands-on experience in trading and order punching.

- In-depth understanding of equity, derivatives, options, and cash markets.

- Strong communication, interpersonal, and client-servicing skills.

- Ability to work under pressure and meet client acquisition targets.

Preferred Qualifications:

- Graduate/Postgraduate in Finance, Commerce, or related field.

- NISM certifications in Equity Derivatives / Research Analyst / Investment Advisor (as applicable) will be an advantage.

Note: Only candidates from Broking / Securities / Banking backgrounds with relevant client-handling experience should apply