Bharat HR
Website:
bharathr.com
Job details:
🚀 We’re Hiring: Advisor – Franchisee PCG |
Are you passionate about the markets and skilled at managing Ultra HNI portfolios? We are looking for a dynamic Advisor to join our Franchisee PCG team in Mumbai!
The Mission:
be the strategic bridge between our Business Associates (BAs) and high-net-worth clients, delivering research-backed advice across Equities, Derivatives, PMS, and AIFs.
What You’ll Do:
- Advise & Grow: Manage high-value portfolios with advanced equity and option strategies.
- Collaborate: Partner with Business Associates (BAs) to scale their revenue and activate their client base.
- Strategize: Use deep market insights to provide actionable investment recommendations.
- Cross-sell: Diversify client wealth through Mutual Funds, PMS, and Insurance.
What We’re Looking For:
- Experience: Minimum 2 years in Ultra HNI advisory or wealth management.
- Education: Finance/Commerce/Business background.
- Certification: NISM Series VIII (Equity Derivatives) is mandatory.
- Skills: Strong understanding of capital markets and a knack for relationship building.
đź“Ť Location: Mumbai
Apply
Contact No. - 9209879693
E-mail- saritabharathr789@gmail.com
Click on Apply to know more.