Advisor-PCG

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain 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