Manager/Senior Manager - Private Client Group

2SR Innovations; Mumbai City; On-site; INR 2,500,000 - 4,000,000; Full time

Benefits offered by this job

Premium trading tools

High earning potential incentives

Mentoring and growth tracks

Job summary

2SR Innovations in Mumbai seeks a Manager/Senior Manager for the Private Client Group to manage HNI/Ultra-HNI clients with end-to-end wealth management, broking, and advisory services.

The role focuses on client acquisition, cross-selling, and delivering customized investment strategies across asset classes to meet client objectives and regulatory standards.

Qualifications

• Graduate/Postgraduate in Finance, Commerce, or related fields; Mandatory: NISM Series VIII - Equity Derivatives Certification.
• 5+ years of broking and wealth management experience with HNI/Ultra-HNI clients and family offices.

Responsibilities

• Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
• Acquire and service portfolios of HNI/Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products.
• Conduct regular portfolio reviews and give advice based on market trends and client return objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Skills

Capital markets knowledge

Communication skills

Ethical standards

Trading/advisory platforms

Education

Graduate/Postgraduate in Finance or related fields

Tools

Trading platforms

Job description

Role Designation: Manager/Senior Manager

Department: Advisory-PCG

Function: Private Client Group (PCG)

Reporting to: Group Leader Advisory-PCG

Location: Mumbai

Job Purpose

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables

• Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
• Acquire and service portfolios of HNI/Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).
• Conduct regular portfolio reviews and advice based on market trends and client return objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Role Requirements

• Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII - Equity Derivatives Certification.
• Experience: 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.
• Skills & Competencies:
  • Strong understanding of capital markets, risk management, portfolio and trading operations.
  • Proven track record in new client acquisition through references and relationship management.
  • Excellent communication, negotiation, and interpersonal skills.
  • High ethical standards and a client-centric approach.
  • Proficiency in Trading and Advisory Platforms and portfolio analytics.

Why Join Us

• Trusted Brand & Growth Opportunities: Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks.
• High Earning Potential: Rewarding incentives with no upper side capping.
• End-to-End Wealth Management Exposure: Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices.
• Access to Premium Tools & Research: Leverage advanced trading platforms, market insights, and digital wealth management solutions.
• Collaborative & Learning-Focused Culture: Work in a supportive, high-performance environment with continuous learning and mentoring. .