Manager/Senior Manager - Private Client Group Advisor - HNI/UHNI

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables :

- Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

- Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

- Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

- Conduct regular portfolio reviews and advice based on market trends and client return objectives.

- Drive cross-selling of third-party products to enhance client portfolios and wallet share.

- Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.