- Experience
- 1–2 yrs
- Salary
- INR 1,000,000 – INR 1,200,000 / year
- Openings
- 1
- Posted
- 6 days ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate with relevant certification and experience can apply.
- Resume
- Required to apply
Where you'll work
Job description
About the Role
As a PCG Advisor for the High Net Worth Individual (HNI) desk, you will oversee portfolios of Ultra HNI clients. Your core duties will involve providing expert advice on equity and derivatives, recommending tailored investment strategies, and promoting related financial products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Insurance solutions.
Key Responsibilities
You will assist Business Associates to enhance revenue generation, ensure clients receive top-tier service, and maintain full compliance with regulatory standards.
Candidate Profile
We seek candidates holding a graduate degree with 1 to 2 years of experience in Wealth Management or advisory services targeting Ultra High Net Worth Individuals. Possession of an active NISM Series VIII certification is mandatory. Candidates should demonstrate proficiency in equity and derivatives trading, portfolio management, and cultivating strong client relationships.