Client: Motilal Oswal Financial Services Ltd.
Location: Kolkata
Experience: 6+ Years
Salary: Up to ₹20 LPA
Qualification: Minimum Graduate
Age Limit: Up to 45 Years
Gender: Male & Female
Joining: Immediate Joiners Only
About the Role
We are looking for experienced professionals for the PCG (Private Client Group) Advisory role with Motilal Oswal Financial Services Ltd. The ideal candidate should have strong experience in wealth management, client relationship management, and financial advisory services.
Key Responsibilities
- Manage and develop relationships with HNI and affluent clients.
- Provide investment advisory and wealth management solutions based on client requirements.
- Promote financial products such as equities, mutual funds, and other investment instruments.
- Acquire new clients and expand the existing client portfolio.
- Understand clients’ financial goals and recommend suitable investment strategies.
- Achieve business targets and ensure high levels of client satisfaction.
- Monitor market trends and provide relevant investment insights to clients.
Required Skills & Experience
- Minimum 6 years of relevant experience in PCG, wealth management, financial advisory, or a related field.
- Solid client acquisition and relationship management skills.
- Good knowledge of financial markets and investment products.
- Excellent communication, presentation, and networking skills.
- Ability to manage HNI clients and achieve business targets.
- Immediate joiners required.