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Job Description
Hiring: PCG Equity Advisor
Company Name-Motilal Oswal Financial Services.
Location - Mumbai
Key Responsibilities:
- Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.
- Manage client portfolios with a book size of ₹25 Lakhs and above.
- Generate revenue through effective advisory and client activation.
- Cross-sell Mutual Funds, PMS, and Insurance products.
- Resolve client queries and complaints within the defined TAT.
- Acquire new clients and maintain long-term relationships with existing clients.
- Understand clients financial goals and recommend suitable investment portfolios.
- Interested candidates can apply now.
- For interview scheduling and further details,
- Contact:
HR Dhanashri-9923656681
Skills
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