Position Overview
Hiring | Equity Advisor (PCG) Location: Malad, Mumbai Company: Motilal Oswal Financial Services Limited Key Responsibilities: β’ Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. β’ Manage client portfolios with investable assets of βΉ25 lakh and above. β’ Drive revenue generation and client activation through effective investment advisory. β’ Cross-sell financial products including Mutual Funds, PMS, and Insurance. β’ Resolve client queries and concerns within defined turnaround timelines. β’ Acquire new clients and strengthen existing relationships through regular engagement. β’ Conduct detailed financial needs analysis and recommend suitable investment portfolios. β’ Collaborate with internal teams to enhance advisory effectiveness and client outcomes. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali :