Advisor PCG (Mumbai)

Advisor PCG (Mumbai)

09 Sep
|
Motilal Oswal Financial Services
|
Mumbai

09 Sep

Motilal Oswal Financial Services

Mumbai

- Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII – Equity Derivatives Certification.
- Experience:

o5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.
- Skills & Competencies:

oStrong understanding of capital markets, risk management, portfolio and trading operations.
oProven track record in recent client acquisition through references and relationship management.
oExcellent communication, negotiation, and interpersonal skills.
oHigh ethical standards and a client-centric approach.
Proficiency in Trading and Advisory Platforms and portfolio analytics.
Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

📌 Advisor PCG (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai

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