PCG Advisor

Job Responsibilities:

• Generate brokerage revenue by advising HNI clients on their Equity and Derivative portfolios
• Acquire new clients for broking and investment products such as PMS, Mutual Funds, and Fixed Income
• Conduct daily meetings with existing and prospective clients to provide advisory and portfolio management services
• Monitor market trends and provide actionable investment insights to clients
• Maintain accurate records of client interactions, trades, and portfolio updates

Required Qualifications:

• Postgraduate degree (preferable in Finance, Commerce, or related field)
• Minimum 3 years of experience in sales or wealth management
• Hands-on experience with PMS, Mutual Funds, AIF, Insurance products, trading, and order punching