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Pcg Relationship Manager@ Motilal Oswal

Pcg Relationship Manager@ Motilal Oswal

Bossberry Learning

2 - 7 years

6 - 15 Lacs

Bangalore Rural Bengaluru

Posted:3 weeks ago| Platform:

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Skills Required

Third Party Products HNI Acquisition HNI Client Handling Wealth Management Relationship Management HNI Portfolio Management Mutual Funds Sales Equity Broking Financial Advisory 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
Emma Brown

Head of Product Development

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Pcg Relationship Manager@ Motilal Oswal