- Advising Super HNI clients on Equity, Derivatives, Currency, and Commodity Markets.
- Managing individual clients with a portfolio size of 25 lacs & above.
- Creating revenue and activating clients through effective advisory.
- Cross-selling other financial products such as Mutual Funds, PMS, and Insurance.
- Addressing and resolving client queries and complaints within TAT.
- Acquiring current clients and retaining existing clients through regular meetings.
- Conducting in-depth financial reviews to profile clients and recommend appropriate portfolios.
- Monitoring and improving advisor performance through call tracking, setting weekly targets, meetings, and conference calls.
Note: Candidates should have a solid NHI/UHNI client base and be willing to bring their own clients.
About company :
Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.
📌 Motilal Oswal - PCG Equity Advisor (Hyderabad)
🏢 Important Company of the Sector
📍 Hyderabad
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