Motilal Oswal Financial Services Professional

3 weeks ago


Hyderabad, Telangana, India Nexthire Full time

At Motilal Oswal Financial Services, we are seeking a skilled PCG Equity Advisor to join our team in Hyderabad. This is an exciting opportunity for an experienced professional to manage individual clients with a portfolio size of 25 lacs & above, creating revenue and activating clients through effective advisory. The successful candidate will be responsible for cross-selling other financial products such as Mutual Funds, PMS, and Insurance, and addressing and resolving client queries and complaints within TAT. The ideal candidate should have a solid NHI/UHNI client base and be willing to bring their own clients. If you have a strong background in finance and excellent communication skills, we encourage you to apply for this challenging role.

Key Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, Currency, and Commodity Markets.
  • Managing individual clients with a portfolio size of 25 lacs & above.
  • Creating revenue and activating clients through effective advisory.
  • Cross-selling other financial products such as Mutual Funds, PMS, and Insurance.
  • Addressing and resolving client queries and complaints within TAT.
  • Acquiring new clients and retaining existing clients through regular meetings.
  • Conducting in-depth financial reviews to profile clients and recommend appropriate portfolios.
  • Monitoring and improving advisor performance through call tracking, setting weekly targets, meetings, and conference calls.

Educational Qualifications:

  • Minimum: Graduation & Above
  • Preferred: Postgraduate

About the Company:

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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