KG Engineering And Consultancy
Pcg Advisor
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹1,000,000 – ₹2,000,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
13 August 2026
What they need
Job Title-PCG Advisor
Location: Mumbai
Experience: Minimum 3 years in broking/trading domain
Notice Period / Gap: Up to 60 days
Key Responsibilities:
Executing trades and order-punching across equity, derivatives, options, and cash segments
Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network
Ensuring exceptional client servicing and relationship building
After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending)
Key Skills & Qualifications:
Solid experience in trading platform operation and order execution
Deep understanding of derivatives, options, and equity cash markets
Proven track record in HNI/UHNI client interaction & relationship management
Self-motivated with strong client acquisition capabilities
Excellent communication and client-centric orientation
KPIs & Targets:
Client acquisitions per quarter
AUM growth in existing client portfolios
Trade execution volumes and revenue generation
Cross-sell ratio post 2-year milestone
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