Equity Advisor
3 weeks ago
**Hiring for Motilal Oswal As PCG Advisor and Equity Advisor**
Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.
Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with MOFSL by focusing more on research & deep knowledge based advise
Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
Will be responsible to meet large customers and BA on regular basis
Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
Creating large option book along with revenue & maximum activation of BA customers though quality advisory
Ø Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹500,000.00 - ₹1,000,000.00 per year
**Benefits**:
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Fixed shift
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Do you have experience of Terminal Handling
**Experience**:
- total work: 1 year (preferred)
License/Certification:
- Nism 8 (preferred)
**Speak with the employer**
+91 9156902218
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