
Equity Advisor
2 days ago
**Motilal Oswal Finance Service ltd**
Position **:Equity Advisor**
Location **:Shivaji Nagar, Pune**
**Requirment**:
- 1 Year experience in Equity advisor/ dealer-worked on terminal
- live market
- Should be NISM VIII passed
- Graduation is mandatory
**ROLES AND RESPONSIBILITIES**:
- 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.
**Salary**: ₹35,000.00 - ₹50,000.00 per month
Schedule:
- Day shift
**Experience**:
- equity: 1 year (preferred)
Ability to Commute:
- Pune, Maharashtra (preferred)
Ability to Relocate:
- Pune, Maharashtra: Relocate before starting work (preferred)
**Speak with the employer**
+91 7208958683
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