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Private Client Advisor

3 months ago

Kolkata, India Motilal Oswal Financial Services Ltd Full time

Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targets


Key Deliverables

  1. Ensure timely advice to customers for Equity and Derivative markets
  2. Portfolio Review to be done monthly with clients to deepen the Client relationship.
  3. Ensure adherence to the Compliance process for advice given
  4. 1 New to Firm relationship to be sourced every month with a tick size of 25 lacs for Broking or IP.
  5. Daily meetings to be done with existing clients and new prospects for business.


Role Requirements

  • Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
  • Experience: 3+ Years in Equity / MF / PMS / Broking
  • Domain Knowledge: Understanding of capital markets
  • IT Skills: MS Office