PCG Advisor

About the role

The PCG Advisor is responsible for generating brokerage revenue by providing investment advisory services to HNI clients. The role involves acquiring new clients for various investment products and maintaining ongoing relationships through regular meetings and portfolio management.

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 skills

• Equity
• Derivative portfolios
• Portfolio management
• Investment advisory