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Advisor - PCG
KG Engineering & ConsultancyMumbai, Maharashtra, India5 days ago
Job descriptionSolid 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 Client acquisitions per quarter AUM growth in existing client portfolios Trade execution volumes and revenue generation Cross-sell ratio post 2-year milestone
Job Title : Advisor – PCG
Location : Mumbai, Hyderabad, Chennai, Bangalore
Experience : Minimum 3 years in broking / trading domain
Notice Period / Gap : Up to 60 days
Certification : NISM VIII
Key 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 :
KPIs & Targets :
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Pcg Advisor • Mumbai, Maharashtra, India