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Job Title : PCG Advisor (Indian Equity Market) – NBFC-Mumbai-Prabhadevi

NB : The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.

CTC : Up to 22 LPA

Role Objective :

Manage and grow HNI / UHNI client relationships by advising on equities, derivatives & other financial products, driving revenue through trading / advisory and cross‐selling.

Key Responsibilities :

• Acquire & manage HNI / UHNI clients, deepen relationships.
• Provide equity / derivative investment & trading advice.
• Generate brokerage & revenue; cross‐sell MF, PMS, insurance etc.
• Monitor portfolios, review performance & risk.
• Stay updated on market trends & research.
• Ensure compliance with SEBI / regulatory norms.
• Maintain MIS / reports for management.

Qualifications & Skills :

KPIs :