Company Name: Motilal Oswal Financial Services
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.
If you're interested, please share your updated resume.
Regards,
Hr. Priyanka (phone hidden)