Equity Advisor

1 month ago


Pune, India Credicus Business Services Pvt Ltd Full time

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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