Equity Dealer/ Equity Advisor @Motilal Oswal (Mumbai Suburban)

Equity Dealer/ Equity Advisor @Motilal Oswal (Mumbai Suburban)

07 Aug
|
Credicus Business Services
|
Mumbai Suburban

07 Aug

Credicus Business Services

Mumbai Suburban

Hiring: PCG Advisor

Key Responsibilities:

* Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.

* Manage client portfolios with a book size of 25 Lakhs and above.

* Generate revenue through effective advisory and client activation.

* Cross-sell Mutual Funds, PMS, and Insurance products.

* Resolve client queries and complaints within the defined TAT.

* Acquire current clients and maintain long-term relationships with existing clients.

* Understand clients' financial goals and recommend suitable investment portfolios.

For interview scheduling and further details,

Contact:

HR Dhanashri-(phone hidden)

📌 Equity Dealer/ Equity Advisor @Motilal Oswal (Mumbai Suburban)
🏢 Credicus Business Services
📍 Mumbai Suburban

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