Pcg Advisor

KG Engineering And Consultancy; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

KG Engineering And Consultancy in Mumbai seeks a PCG Advisor with 3+ years in broking/trading to manage and grow an HNI/UHNI client base. You will execute trades across equity, derivatives, options and cash segments and ensure top-notch client service.

In this role you will acquire new clients through research, events, referrals, and your network, while building lasting relationships and aiming for cross-sell targets after milestones.

Qualifications

• Minimum 3 years in broking/trading domain.
• Strong knowledge of derivatives, options and equity cash markets.
• Proven track record with HNI/UHNI client interaction & relationship management.
• Self-motivated with strong client acquisition abilities.
• Excellent communication and client-centric orientation.

Responsibilities

• Executing trades and order punching across equity, derivatives, options, and cash segments.
• Managing and servicing an existing base of HNI & UHNI clients.
• Acquiring new clients through research, events, referrals, or network.
• Ensuring exceptional client servicing and relationship building.
• Cross-sell targets after 2 years tenure or MO milestone.

Skills

Trading platform operation

Derivatives trading

Options trading

Equity cash markets

HNI/UHNI client relationships

Client acquisition

Communication skills

Tools

Trading platforms

Job description

Job Title-PCG Advisor

Location: Mumbai

Experience: Minimum 3 years in broking/trading domain

Notice Period / Gap: Up to 60 days

Key Responsibilities:

• Executing trades and order-punching across equity, derivatives, options, and cash segments
• Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network
• Ensuring exceptional client servicing and relationship building
• After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending)

Key Skills & Qualifications:

• Solid experience in trading platform operation and order execution
• Deep understanding of derivatives, options, and equity cash markets
• Proven track record in HNI/UHNI client interaction & relationship management
• Self-motivated with strong client acquisition capabilities
• Excellent communication and client-centric orientation

KPIs & Targets:

• Client acquisitions per quarter
• AUM growth in existing client portfolios
• Trade execution volumes and revenue generation
• Cross-sell ratio post 2-year milestone