PCG Advisor

Role & responsibilities

• Candidates should be from the Broking / Securities industry with 35 years of relevant experience.
• Trade execution / dealing experience is mandatory.
• Experience in Third-Party Product (TPP) sales is required.
• Relevant experience in Advisory, Dealing, Trading, or Client Portfolio Management.
• Candidates should have good communication skills.
• Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
• Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
• Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.
• Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.