Manager/Senior Manager - Private Client Group

Role Designation: Manager/Senior Manager

Department: Advisory-PCG

Function: Private Client Group (PCG)

Reporting to: Group Leader Advisory-PCG

Location: Mumbai

Job Purpose:

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables:

- Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

- Acquire and service portfolios of HNI/Ultra-HNI clients and family offices.

- Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

- Conduct regular portfolio reviews and advice based on market trends and client return objectives.

- Drive cross-selling of third-party products to enhance client portfolios and wallet share.

- Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Role Requirements:

- Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII - Equity Derivatives Certification.

- Experience: 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

- Skills & Competencies:

1. Strong understanding of capital markets, risk management, portfolio and trading operations.

2. Proven track record in new client acquisition through references and relationship management.

3. Excellent communication, negotiation, and interpersonal skills.

4. High ethical standards and a client-centric approach.

5. Proficiency in Trading and Advisory Platforms and portfolio analytics.

Why Join Us?:

- Trusted Brand & Growth Opportunities: Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks.

- High Earning Potential: Rewarding incentives with no upper side capping.

- End-to-End Wealth Management Exposure: Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices.

- Access to Premium Tools & Research: Leverage advanced trading platforms, market insights, and digital wealth management solutions.

- Collaborative & Learning-Focused Culture: Work in a supportive, high-performance environment with continuous learning and mentoring.