North || Equity Advisor- PCG
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Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Equity Advisor- PCG
CTC: Up to 20 LPA
Exp. 3 to 10 Financial Advisory/ UHNI Relationship Management/ Wealth Management
Location: Delhi
Education: Graduate/PG
Industry: Financial Services
Job Summary:
The Equity Advisor- PCG will be responsible for providing research-backed equity advisory to HNI / UHNI clients managing an assigned PCG book and driving brokerage and AUM growth through long-term client relationships. The role demands strong capital market understanding an advisory mindset and comfort working with affluent clients.
Key Responsibilities:
Advising Super HNI clients on Equity Derivatives currency & commodity Markets.
Individually handling clients with a book size of 25 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross-selling of other products like mutual funds PMS and insurance.
Handling Queries & complaints of clients & solving them within TAT.
Acquiring new clients & retaining the old clients through periodic meetings.
Profiling clients by conducting an in-depth review of clients financial requirements analysing
information & recommending portfolios.
Monitoring & enhancing Advisors Advising skills through call tracking weekly targets &
meetings con calls.
Required Skills:
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Graduate / MBA
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3 years of experience in Equity Advisory / PCG / Wealth Management
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Hands-on experience managing HNI / UHNI clients
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Strong understanding of Indian equity markets & capital markets
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Experience in brokerage-driven advisory roles
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Ability to explain market volatility and investment rationale confidently
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Strong communication presentation and relationship management skills
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Equity Research interpretation (Fundamental & Technical)
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Portfolio Management & Asset Allocation
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PMS / AIF / IPO advisory exposure
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Familiarity with trading platforms & CRM tools
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Knowledge of SEBI advisory guidelines and compliance processes
Interested or know someone suitable
Drop your resume at or submit your resume directly here with all the details.
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Key Skills
- Family Support
- Academics
- Counselling
- CMMS
- Field
- Arbitration Law
