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Motilal Oswal - PCG Equity Advisor

Motilal Oswal - PCG Equity Advisor

Nexthirehyderabad, India
5 hours ago
Job description

Company :  Motilal Oswal Financial Services Limited

Job Description : PCG Equity Advisor

Location : Hyderabad

Positions Available : 10

Experience Required : 5+ years

Certifications Required : NISM 8 / Currency

Key Responsibilities :

  • Advising Super HNI clients on Equity, Derivatives, Currency, and Commodity Markets.
  • Managing individual clients with a portfolio size of 25 lacs & above.
  • Creating revenue and activating clients through effective advisory.
  • Cross-selling other financial products such as Mutual Funds, PMS, and Insurance.
  • Addressing and resolving client queries and complaints within TAT.
  • Acquiring new clients and retaining existing clients through regular meetings.
  • Conducting in-depth financial reviews to profile clients and recommend appropriate portfolios.
  • Monitoring and improving advisor performance through call tracking, setting weekly targets, meetings, and conference calls.

Educational Qualifications :

  • Minimum : Graduation & Above
  • Preferred : Postgraduate
  • Note : Candidates should have a solid NHI / UHNI client base and be willing to bring their own clients.

    About company :

    Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.

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