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Pcg Advisor@Motilal Oswal

2 - 7 years

8 - 16 Lacs

Pune

Posted:6 hours ago| Platform: Naukri logo

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Skills Required

Third Party Products Equity Broking HNI Acquisition Wealth Management Relationship Management HNI Portfolio Management Mutual Funds Sales Financial Advisory HNI Client Handling Stock Broking NISM HNI Sales PCG Equity Sales Investment Advisory Investment Portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

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Education Administration Programs

pune Maharashtra

11-50 Employees

96 Jobs

    Key People

  • Sarah Johnson

    CEO

  • David Smith

    CTO

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