Company : Motilal Oswal Financial Services Limited

Job Description: PCG Equity Advisor
Location: Hyderabad
Positions Available: 10
Experience Required: 5+ years
Certifications Required: NISM 8 / Currency
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.
Minimum: Graduation & Above
Preferred: Postgraduate

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