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...