PCG Advisor_Delhi
Job Description:
Company Name: MOTILAL OSWAL
PCG Advisor JD
About this
Job Key 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. Qualifications:
• Minimum Qualification Graduation & Above
• Preferred Qualification: Post graduate
Key Skills :
Company Profile
--- --- Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by --- --- and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
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