PCG Equity Advisor - Motilal Oswal - Hyderabad

2.00 to 6.00 Years Hyderabad 06 Jun, 2023

MOTILAL OSWAL FINANCIAL SERVICES LIMITED

Job Location	Hyderabad
Education	Not Mentioned
Salary	Rs 4.5 - 10 Lakh/Yr
Industry	Broking
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

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 clients & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of clients financial requirements, analyzinginformation & recommending portfolios.
Monitoring & enhancing Advisors Advising skills through call tracking, weekly targets &meetings, con calls.

Keyskills :
hni acquisitionhni sales

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PCG Equity Advisor - Motilal Oswal - Hyderabad

Job Description

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