Equity Advisor

1 day ago


Pune, India Credicus Business Solutions Pvt Ltd Full time

**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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