Posted:1 day ago| Platform: SimplyHired logo

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On-site

Job Type

Full Time

Job Description

Advisor – PCG
Reporting To -Group Advisory Leader – PCG

Location- Mumbai

Job Purpose
Generate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.

Key Deliverables
Derivative trading.Independently manage clients with book size of ₹1 Cr & above.Execute trades seamlessly on terminal.Conduct in-depth client financial profiling & portfolio recommendations.Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.

Role Requirements
Education: Graduate in any discipline, MBA (Finance preferred), NCFM certification.Experience: 5+ years in financial markets.Domain Knowledge: Strong understanding of capital markets.IT Skills: MS Office.

Job Types: Full-time, Permanent

Pay: ₹1,500,000.00 - ₹3,000,000.00 per year

Work Location: In person

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