Equity Advisor
1 month ago
Vacancy for Motilal Oswal.
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing
information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹500,000.00 - ₹1,000,000.00 per year
**Benefits**:
- 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 seating
**Experience**:
- total work: 1 year (preferred)
License/Certification:
- NISM 8 (preferred)
**Speak with the employer**
+91 8263043709
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