To apply: Share your resumes on shriyam.y@mitrhr.com and sneha.g@mitrhr.com
📍 Location: Bangalore
👥 Experience: 5–12 Years (Minimum 5 Years in Capital Markets or Broking Industry)
🎓 Qualification: Graduate/Postgraduate
🔹 Role Summary:
As a PCG Advisor, your key responsibility is to offer strategic investment advice to HNI/UHNI clients based on market trends, technical reports, and stock recommendations. The role demands a strong understanding of capital markets, exceptional client engagement, and a goal-driven approach to revenue generation.
🔹 Key Responsibilities:
- Analyze market movements, technical/fundamental reports, and deliver investment recommendations to mapped clients.
- Drive brokerage revenue by offering actionable trading and delivery ideas.
- Conduct regular meetings with both active and dormant clients to ensure engagement and revival.
- Lead client acquisition efforts through referrals, market leads, and personalized meetings.
- Travel regionally to meet HNI clients, conduct events/seminars, and build client trust.
- Increase market share through quality advisory support and high-value trading calls.
- Cross-sell third-party financial products such as Mutual Funds, PMS, Structured Products, and others as per internal priorities.
🔹 Required Skills:
Functional:
- In-depth knowledge of capital markets, equity trading, and financial planning.
- Strong analytical mindset for evaluating investment options and market data.
- Portfolio management exposure preferred.
Behavioral:
- Proactive and target-oriented (“Go-getter” attitude).
- Strong interpersonal skills with a focus on relationship-building and client satisfaction.
- High accountability and service orientation.