Advisor-pcg

8 hours ago

Kolkata West Bengal, India Motilal Oswal Full time

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose 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 Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship Ensure adherence to the Compliance process for advice given One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business Role Requirements o Educational Qualifications Graduation in any discipline MBA Finance NCFM o Experience 3 Years in Equity MF PMS Broking o Domain Knowledge Understanding of capital markets o IT Skills MS Office

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