PCG Advisor

Greetings from Avani Consulting!!!

Hiring: PCG Advisor Securities Advisory

Location: Chennai | Bangalore | Hyderabad

Key Responsibilities

• Execute trades on behalf of clients in line with their investment strategies, risk appetite, and preferences.
• Provide research-based investment advisory based on client profiling to drive revenue generation and build the MTF book.
• Promote and cross-sell third-party investment products including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), and Unlisted Shares.
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct regular client meetings and portfolio reviews to assess performance and realign investment strategies as required.

Advisory Selection Criteria

• Mandatory: NISM Series 5A & 8 certification
• Strong advisory background is a must (pure sales profiles to be avoided)
• Only candidates from broking / securities firms will be considered (banking profiles not accepted)
• Candidates must meet the minimum experience criteria as per the JD
• For frontline sales/advisory roles, age should not exceed 35 years
• Preference for stable profiles – frequent job switches or career gaps to be avoided

Interview Process

• L1 interviews: In-person
• Subsequent rounds: Virtual

Contact Details (For Profile Sharing)

Email: [email protected]
Mobile: 9949101406

By
Uttam
HR Recruiter