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Motilal Oswal Financial Services Advisor

1 month ago

Hyderabad, Telangana, India Nexthire Full time

As a PCG Equity Advisor at Motilal Oswal Financial Services Limited in Hyderabad, you will be working with high net worth individuals to provide expert guidance on equity, derivatives, currency, and commodity markets. The role involves managing individual clients with portfolios exceeding 25 lacs and creating revenue through effective advisory.

Key Responsibilities:
  • Advising Super HNI clients on market trends and investment strategies.
  • Developing and implementing customized financial plans for individual clients.
  • Cross-selling other financial products such as mutual funds, PMS, and insurance to enhance client wealth.
  • Addressing client queries and complaints in a timely manner.
  • Acquiring new clients and retaining existing ones through regular interactions.
  • Conducting thorough financial reviews to profile clients and recommend suitable portfolios.

For this position, we are looking for candidates with a strong background in finance and a proven track record of success in sales and marketing. A graduate degree is mandatory, while a postgraduate qualification is preferred. Additionally, candidates should have a solid client base and be willing to bring their own clients.

About the Company:

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services including retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. We pride ourselves on our research-driven approach and comprehensive financial solutions.