Motilal Oswal - PCG Equity Advisor

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 :

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.