ABM Equity 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
Company Profile
As a dynamic financial services provider, ABML offers a comprehensive array of solutions, including stock broking, portfolio management services, depository and e-insurance repository solutions, and distribution of diverse financial products.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.