Advisor-PCG

Responsibilities :

• Executing trades and order-punching across equity, derivatives, options, and cash segments
• Managing and servicing an existing base of HNI & UHNI clients
• Acquiring new clients through research, events, referrals, or network
• Ensuring exceptional client servicing and relationship building
• After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending) Key Skills & Qualifications :
• Solid experience in trading platform operation and order execution
• Deep understanding of derivatives, options, and equity cash markets
• Proven track record in HNI / UHNI client interaction & relationship management
• Self-motivated with strong client acquisition capabilities
• Excellent communication and client-centric orientation KPIs & Targets :
• Client acquisitions per quarter
• AUM growth in existing client portfolios
• Trade execution volumes and revenue generation
• Cross-sell ratio post 2-year milestone

Education

Master OF Business Administration (M.B.A)

Skills Required

Hni Client Handling, Advisory, Broking, Trading, Aum, Wealth Management