Wealth Manager/PCG Advisor/Equity Dealer

Description:

Qualification: Graduation / MBA preferred + NISM Series VIII (Equity Derivatives) Mandatory for Equity Dealer & PCG Advisor roles.

Job Description Wealth Manager / PCG Advisor / Equity Dealer:

We are looking for a highly driven and market-savvy Wealth Manager / PCG Advisor / Equity Dealer to manage and grow portfolios of Super HNI clients. The ideal candidate will be responsible for advisory, revenue generation, client activation, and cross-selling investment products, ensuring superior client experience and long-term portfolio growth.

Key Responsibilities:

1. Advisory & Portfolio Management

- Provide strategic advice to Super HNI clients across Equity, Derivatives, and overall capital markets.

- Execute trades on behalf of clients with accuracy, compliance, and market timing.

- Build customized investment strategies aligned with client goals, risk appetite, and market trends.

- Present market insights, stock recommendations, and investment themes regularly.

2. Client Relationship Management

- Handle a client book size of Rs 25 Lakhs & above.

- Maintain strong, trust-based relationships with existing clients through continuous engagement.

- Ensure prompt query resolution, portfolio reviews, and proactive communication.

- Drive strong client retention and wallet share expansion.

3. Revenue Generation & Activation

- Achieve monthly and quarterly revenue targets through effective advisory.

- Activate dormant clients and increase active traders through robust market insights.

- Identify opportunities to generate brokerage and advisory revenues using structured investment strategies.

4. Cross-Selling & Product Promotion

- Promote and cross-sell Mutual Funds, PMS, Insurance, and other investment solutions.

- Suggest asset allocation models and diversified product offerings to improve client returns.

- Provide end-to-end support across different investment classes.

5. Compliance, Documentation & Processes

- Ensure all investment recommendations comply with SEBI and internal norms.

- Maintain accurate records of trade logs, advisory calls, and portfolio actions.

- Follow all audit, risk, and operational guidelines strictly.

Preferred Candidate Profile:

- Strong understanding of Equity Markets, Derivatives, PMS, Mutual Funds, and Wealth products.

- Exceptional sales skills with proven ability to acquire, activate, and retain high-value clients.

- Excellent communication skills to explain complex financial concepts in simple terms.

- Ability to manage pressure, multitask, and work in a target-driven environment.

- Experience in handling Super HNI / HNI clients preferred.

- NISM Series VIII certificate is mandatory for Equity Dealer and PCG Advisor roles.

- Self-driven personality with strong analytical and relationship-building abilities.