Role Overview
We are hiring experienced PCG Advisors (HNI Desk) to manage HNI portfolios, execute
equity and derivative trades, provide investment advisory, generate broking revenue,
and build long-term client relationships.
Key Responsibilities
- Manage HNI/Ultra HNI client portfolios.
- Execute equity and derivative trades.
- Provide investment advisory based on market research.
- Generate broking revenue and activate dormant clients.
- Cross-sell Mutual Funds, PMS, SIP, AIF and Insurance.
- Maintain strong client relationships and ensure compliance.
Mandatory Eligibility
- Broking/Securities industry experience only.
- Minimum 2 years relevant experience.
- Trade Execution & Client Advisory experience.
- Strong Equity, Derivatives & Capital Markets knowledge.
- Good communication skills.
- HNI client handling experience.
- Bachelor's Degree.
- Active NISM Series VIII certification preferred/mandatory.
Pay: ₹500,000.00 - ₹1,000,000.00 per year
Application Question(s):
- Are you an immediate joiner?
- Do you have a minimum of 2 years of work experience?
- Is your experience specifically in the broking / securities industry?
- Do you have advanced English communication skills?
- Are you proficient in the technical tools/platforms relevant to broking/securities?
Work Location: In person
