Advisor - PCG

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 :

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