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    Job · 7213639

    MUMBAI · FULLTIME

    PCG - Equity Advisor

    Motilal Oswal Financial Services logo

    Motilal Oswal Financial Services

    Mumbai · onsite · Posted 61d ago

    Sourced fromNaukri
    ₹3.0L - ₹8.0L PA2–5 yrsfulltimeMumbai

    About a minute. You'll make an account on the way through.

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    Section · 01

    About this role

    KEY RESPONSIBILITIES

    1. Advising clients on the portfolios and cross selling of third party products.

    2. Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.

    3. Business analysis and business development by giving training and seminars.

    4. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.

    5. Business targets and regular review along with Joint meetings

    6. Handling client investments and their portfolio.

    REQUIREMENT

    1. Should have more than 3 years experience in to Equity Market as Equity Advisor with Primary target is to generate brokerage.

    2. Should have excellent understanding about Stocks, Sector and overall Market.

    3. Should have good understanding about Option and strategies.

    4. Should be aggressive and passionate about market.

    5. Good communication skills


    Intersted candidate can share CV - [email removed]

    Devanshi Shah

    Senior Executive Human Resourse

    Motilal Oswal Financial Services Ltd.

    [phone removed]


    Sourced from naukri

    Section · 02

    Skills

    NISMCross SellingThird Party ProductsPMSSIPMutual FundsPortfolio ManagementTPPBrokerageBrokingHNI AcquisitionDematHNI Client Handling

    Section · Company

    About Motilal Oswal Financial Services

    Motilal Oswal Financial Services logo

    Motilal Oswal Financial Services

    Financial Services

    13k+

    employees

    1987

    39 years old

    Mumbai, Maharashtra

    India

    ₹4.7L PA avg

    Avg at Motilal Oswal Financial Services

    ₹3L – ₹8L PA

    This role

    About

    Motilal Oswal Financial Services offers a comprehensive range of financial services, backed by extensive research and technology to meet diverse client needs.

    Industries

    Financial Services

    Employee ratings

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    3.7/ 5

    Employees rate it well for

    Skill Development38Overall Company37

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