Senior Financial Advisor

4 - 8 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sr. Advisor at MOFSL in the PCG department, your role is crucial in providing timely and customized equity advice to PCG customers. You will be responsible for maintaining a strong client base and ensuring client satisfaction through your advisory services. Key Responsibilities: - Deliver personalized equity advice to assigned PCG customers, including trading and investment ideas - Prepare research reports and conduct client meetings to provide advisory services - Follow equity advice delivery processes for PCG customers diligently - Gather customer feedback and communicate it to the Senior PCG advisor - Collaborate with the sales team to deliver specialized advice to PCG customers effectively Qualification Required: - Graduation in any discipline, MBA in Finance, NISM VIII certification is mandatory - Minimum of 4 years of experience in Financial Markets - Proficient in understanding capital markets - Strong IT skills, particularly in MS Office Please note that this role requires a proactive approach in delivering quality equity advice and maintaining strong client relationships. Your contributions will directly impact the success of the PCG department at MOFSL.,

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