PCG Equity Advisor

Job Description

Key Responsibilities: Trading & Investment Advisory: Operate trading platforms for BSE, NSE, MCX, NCDEX across Equity, F&O, Commodities, and Currency markets . Handle trading accounts and execute client orders promptly. Provide strategic investment guidance and in-house research recommendations. Client Acquisition & Relationship Management: Acquire new clients and ensure activation within 7 days of account opening . Conduct first-login training and onboarding for online trading platforms. Follow up with inactive/dormant clients to revive engagement. Compliance & Risk Management: Ensure strict adherence to SEBI regulations , risk surveillance, and deal desk processes. Confirm all trades through voice loggers and reporting tools . Prevent unauthorized transactions and ensure regulatory compliance. Cross-Selling Financial Products: Offer Aditya Birla Capital (ABC) financial products , including mutual funds, insurance, and investment solutions. Participate in training sessions to expand expertise in ABC offerings . Qualifications & Experience: Mandatory: A minimum of 2 years of experience in financial advisory, trading, or client acquisition. Proven ability to achieve 4X revenue targets in previous organisations. Strong networking skills to acquire HNI & Ultra-HNI clients . Education: Graduate (10+2+3) - Mandatory . NISM 8 Certification – Equity Derivatives ( Mandatory ). Age: Up to 35 years . Preferred: Experience in reputed broking firms such as HDFC Securities, ICICI Securities, Sharekhan, Kotak Securities, Angel One, IIFL, Motilal Oswal, Edelweiss Wealth, Axis Securities, Anand Rathi, Religare Securities, SBI Securities, Geojit, SMC Global, Ventura Securities, and Choice Broking . Strong expertise in equity trading, investment strategy, risk management, and portfolio optimisation . Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹900,000.00 per year Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Education: Higher Secondary(12th Pass) (Required) Experience: Client Acquisition, Relationship Management(HNI&Ultra-HNI) : 1 year (Required) Equity,Derivatives Trading(BSE,NSE,MCX,NCDEX, F&O etc): 1 year (Required) Trading Platform, Investment Advisory & Portfolio Management: 1 year (Required) Regulatory Compliance,Risk Management: 1 year (Required) Documentation & KYC Processing: 1 year (Required) Sales & Revenue Generation: 1 year (Required) Digital Trading, Client Migration, Retention, Networking: 1 year (Required) Cross-Selling Financial Products: 1 year (Required) Negotiation & Sales Acumen: 1 year (Required) financial markets, emerging trends, regulatory guidelines: 1 year (Required) Market Research & Technical Analysis: 1 year (Required) Language: English (Required) License/Certification: NISM 8 Certification (Required) Work Location: In person