Equity Advisor-Private Client Group(PCG) Kolkata

2 weeks ago

Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities :

Responsible to Brokerage generation primarily through advising HNI clients

on their Equity & Derivative portfolio.

New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets.

Key Deliverables:

  1. Ensure timely advice to customers for Equity and Derivative markets

  2. Portfolio Review to be done monthly with clients for deepening the Client relationship.

  3. Ensure adherence to Compliance process for advice given

  4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP.

  5. Daily meetings to be done with existing clients and new prospects for business.

Preferred candidate profile:

  • Educational Qualifications: Graduation in any discipline, MBA Finance or NCFM.

  • Experience: 3+ Years in Equity / MF / PMS / Broking. Must have experience in using terminal.

  • Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

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