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PCG - Advisor

PCG - Advisor

TekPillar®ghaziabad, uttar pradesh, in
7 days ago
Job description

About the Role :

We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.

Key Responsibilities :

  • Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas)
  • Conduct client meetings and provide research-based advisory support
  • Maintain strong client relationships and ensure client upgrades where applicable
  • Adhere to all processes and compliance guidelines related to advisory delivery
  • Share client feedback and market insights with the Senior PCG Advisor
  • Collaborate with the sales team to offer specialized advisory support

Requirements :

  • Education : Graduate in any discipline; MBA (Finance) preferred; NCFM certification required
  • Experience : Minimum 5-8 years in financial markets
  • Domain Knowledge : Strong understanding of capital markets and investment products
  • Technical Skills : Proficiency in MS Office

    • CTC : Up to 18 LPA

    If you have a strong background in equity advisory and enjoy working closely with HNI clients, wed love to hear from you!

    For More Information :

    Komal B. / HR Team

    Phone / WhatsApp : +91 93289 59079

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    Pcg Advisor • ghaziabad, uttar pradesh, in