Senior Advisor – PCG

Veerwal Getwork Services Private Limited; Pune District, Mumbai; On-site; INR 700,000 - 900,000; Full time

Job summary

A financial advisory firm is seeking a Sr. Advisor to generate brokerage through HNI client advising on equity and derivative portfolios. Responsibilities include monthly client portfolio reviews, compliance adherence, and sourcing new relationships. Candidates should possess a graduation degree, an MBA in finance, and over 3 years of experience in the financial sector.

Qualifications

• Graduation in any discipline along with MBA Finance or equivalent.
• Minimum 3 years of experience in Equity, Mutual Funds, PMS, or Broking.
• Strong understanding of capital markets and compliance processes.

Responsibilities

• Generate brokerage by advising HNI clients on equity and derivative portfolios.
• Conduct monthly portfolio reviews and maintain compliance.
• Source at least one new client relationship monthly.

Skills

Advising High Net-worth Individuals (HNI)

Client Relationship Management

Capital Markets Understanding

MS Office

Education

Graduation in any discipline

MBA Finance

NCFM Certification

Job description

Overview

Role Designation: Sr. Advisor Department: PCG

Function: Advisory Company: MOFSL

Reporting to: Group Advisory

Leader: PCG

Location: Mumbai Prabhadevi

Job Purpose

• Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
• New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets.

Key Deliverables

1. Ensure timely advice to customers for Equity and Derivative markets.
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given.
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP.
5. Daily meetings to be done with existing clients and new prospects for business.

Role Requirements

• Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM.
• Experience: 3+ Years in Equity / MF / PMS / Broking.
• Domain Knowledge: Understanding of capital markets.
• IT Skills: MS Office.