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▷ Immediate Start : Equity Trader

▷ Immediate Start : Equity Trader

Banking / Finance / NBFC JobsIndia
11 days ago
Job description

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 :

  • Graduate / Postgraduate in Finance / Commerce.
  • 3–10+ yrs experience in broking / trading & HNI client handling.
  • Strong market knowledge & order execution skills.
  • Excellent communication & relationship management.
  • KPIs :

  • Client acquisition & activation.
  • AUM & revenue growth.
  • Cross‐sell targets.
  • Client satisfaction & compliance adherence.
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    Equity Trader • India

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