PCG Advisory

Role & responsibilities

Ultra HNI Client Advisory & Portfolio Management

• Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
• Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
• Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.
• Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.

Business Associate (BA) Relationship & Revenue Scaling

• Build strong relationships with BAs to ensure quality business growth and client service.
• Support BAs in scaling their existing client base and revenue through advisory excellence.
• Act as a mentor and advisor to BAs on market opportunities and investment strategies**.**

Advisory Excellence & Market Strategy

• Apply deep market understanding and advanced investment strategies to grow client books.
• Create and manage large option portfolios and high-value trades for Ultra HNI clients.
• Provide timely insights on emerging market trends, opportunities, and risk management strategies

Client & BA Engagement

• Conduct regular meetings with high-value clients and BAs to ensure engagement and satisfaction.
• Activate BA clients through high-quality advisory interactions.
• Identify and implement upselling opportunities to diversify client portfolios.

Product Advisory & Upselling

• Guide clients on suitable investment products: Mutual Funds, PMS, IAP, Insurance.
• Ensure portfolio diversification to bring stability, wealth creation, and long-term client retention.

Focus on increasing client wallet share and BA revenue through structured advisory approaches.Report any identified operational or compliance risk areas promptly.