PCG - Equity Advisor : CTC - Up To 14 LPA

TekPillar

5 - 10 years

5 - 14 Lacs

hyderabad bangalore rural bengaluru

Posted:23 hours ago| Platform:

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Skills Required

equity nism wealth product hni mutual funds portfolio management broking client acquisition uhni commodities trading strategies derivatives hni client handling capital market pcg currency pms trading financial markets equity trading derivative market wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Role:

Key Responsibilities:

Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas)
Conduct client meetings and provide research-based advisory support
Maintain strong client relationships and ensure client upgrades where applicable
Adhere to all processes and compliance guidelines related to advisory delivery
Share client feedback and market insights with the Senior PCG Advisor
Collaborate with the sales team to offer specialized advisory support

Requirements:

Education:
Graduate in any discipline; MBA (Finance) preferred; NCFM certification required
Experience:
Minimum 5-8 years in financial markets
Domain Knowledge:
Strong understanding of capital markets and investment products
Technical Skills:
Proficiency in MS Office

If you have a strong background in equity advisory and enjoy working closely with HNI clients, wed love to hear from you!

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079

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