Motilal Oswal - PCG Equity Advisor

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