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Equity Trader
Banking / Finance / NBFC JobsMumbai, Maharashtra, India1 day ago
Job descriptionGraduate / Postgraduate in Finance / Commerce. 3–10+ yrs experience in broking / trading & HNI client handling. Strong market knowledge & order execution skills. Excellent communication & relationship management. Client acquisition & activation. AUM & revenue growth. Cross‐sell targets. Client satisfaction & compliance adherence.
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 :
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Trader • Mumbai, Maharashtra, India
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