jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
19/09 Divya Suvarna
HR at Motilal Oswal Financial Services

Views:214 Applications:34 Rec. Actions:Recruiter Actions:3

Motilal Oswal - PCG Equity Advisor (4-7 yrs)

Mumbai Job Code: 1157308

JOB DESCRIPTION SUMMARY


Job Title: PCG Advisor


Key Responsibilities:


- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.


- Individually handling clients with the book size of 25 lacs & above.


- Creation of revenue & Activation of clients through effective Advisory.


- Cross selling of other products like Mutual fund, PMS, Insurance.


- Handling Queries & complains of client's & solving it within TAT.


- Acquiring new clients & retaining the old clients by periodic meetings.


- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.


- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.


Educational specifications:


S. No. Specification Details


1. Minimum Qualification Graduation & Above


2. Preferred Qualification Post graduate

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
Something suspicious? Report this job posting.