Advisor – Private Client Group (PCG)

Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi (Multiple Openings)

Compensation: Up to ₹10 LPA (Fixed) + High-Earning Performance Incentives

Employment Type: Full-time

About the Role

We are seeking dynamic, result-oriented finance professionals to join our Private Client Group (PCG) division as an Advisor. In this role, you will manage, nurture, and grow relationships with High-Net-Worth Individuals (HNIs) and affluent clients. You will serve as their trusted wealth partner, leveraging our top-tier equity research to help them maximize their portfolios, optimize income, and explore premium alternative investment avenues.

Key Responsibilities

• Portfolio Advisory & Research Delivery: Provide customized investment advisory based on thorough client profiling. Leverage in-house research to help clients generate steady income and strategically build the Margin Trading Facility (MTF) book.
• Trade Execution: Smoothly execute equity and derivative trades on behalf of clients, ensuring strict alignment with their individual investment strategies, risk appetites, and preferences.
• Wealth Management & Cross-Selling: Act as a comprehensive wealth manager by promoting and cross-selling a diverse suite of third-party investment products, including:
  • Mutual Funds (MF) & SIPs
  • Portfolio Management Services (PMS) & Alternative Investment Funds (AIF)
  • Bonds, Fixed Deposits (FD), & Unlisted Shares
  • Life & General Insurance
• Client Acquisition & Relationship Management: Proactively acquire new HNI/UHNI clients while maintaining, retaining, and nurturing deep, long-term relationships with our existing client base.
• Portfolio Reviews: Conduct regular, structured client meetings to review portfolio performance, rebalance assets, and update investment strategies as market conditions evolve.

Who We Are Looking For

• Experience: 2–7 years of experience in Equity Advisory, Wealth Management, PCG Desk, or Private Banking.
• Product Knowledge: Strong command over Equities, Derivatives, MTF, and third-party financial products (PMS, AIF, Mutual Funds).
• Skills: Excellent communication and relationship-building skills, with a proven track record of managing and acquiring affluent clients.
• Certifications (Preferred): NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) certifications will be highly valued.

Why Join Us?

• Competitive Pay: Attractive fixed compensation up to ₹10 LPA, benchmarked with the best in the industry.
• Uncapped Incentives: A lucrative performance incentive structure that directly rewards your revenue generation and book-building milestones.
• Career Growth: Direct exposure to the wealth management space with clear pathways to leadership roles within the PCG vertical.