?? Hiring: Sr. Advisor – Private Client Group (PCG)

?? Location: Prabhadevi, Mumbai
?? Experience: 3 Years

Requirements:

• 3 years of experience in Equity Advisory, Broking, Wealth Management, or Financial Advisory
• Experience handling HNI/UHNI clients
• Strong knowledge of Equity, Derivatives, Mutual Funds, PMS, Fixed Income & Insurance
• Expertise in Portfolio Advisory and Capital Markets
• Strong client acquisition and relationship management skills
• Proven track record of achieving revenue targets
• NISM Certification preferred
• MBA (Finance) preferred

Key Responsibilities:

• Advise HNI clients on Equity & Derivative investments
• Acquire new HNI clients and generate brokerage revenue
• Conduct portfolio reviews and recommend investment strategies
• Cross-sell PMS, Mutual Funds, Fixed Income & Insurance products
• Build long-term client relationships and achieve monthly targets
• Ensure compliance with regulatory and company guidelines