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Posted 20 hours ago
PCG Equity Advisor
Motilal Oswal Financial Services LimitedPCG Equity Advisor
Requirements
5+ years experience, NISM 8 / Currency certification, Graduation or above, Existing NHI/UHNI client base
Skills
FinanceBankingrisk managementFinancial AnalysisFinancial ModelingAsset managementAccountingAuditComplianceKYCAML
About the role
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 financial products including 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 and target setting
Requirements
- 5+ years of experience
- NISM 8 or Currency certification
- Graduation or above
- Solid NHI/UHNI client base
- Ability to bring own clients
About the 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.
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Motilal Oswal Financial Services Limited · Hyderabad