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PCG Advisory

Motilal Oswal Financial Services (MOFSL)

5 - 10 years

4 - 9 Lacs

Ahmedabad

Posted:3 months ago| Platform:

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Skills Required

Advisory PCG NISM Equity Advisory Equity Broking

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Work from Office

Job Type

Full Time

Job Description

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

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Motilal Oswal Financial Services (MOFSL)

www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

Key People

Ramdeo Agrawal

Co-Founder & Chairman
Motilal Oswal

Co-Founder & Managing Director
Karan N. Soni

CEO
Ajay Kedia

Chief Financial Officer

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