PCG Advisor

Motilal Oswal Financial Services Ltd; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Motilal Oswal Financial Services Ltd invites a seasoned advisor to serve Super HNI clients in Mumbai. You will advise on Equity, Derivatives, Currency and Commodity markets, manage client portfolios and generate revenue through advisory and activation strategies.

You will cross-sell Mutual Funds, PMS and Insurance products, resolve queries within defined TAT, acquire new clients and build long-term relationships by understanding clients' financial goals and recommending suitable portfolios.

Responsibilities

• Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.
• Manage client portfolios with a book size of ₹25 Lakhs and above.
• Generate revenue through effective advisory and client activation.
• Cross-sell Mutual Funds, PMS, and Insurance products.
• Resolve client queries and complaints within the defined TAT.
• Acquire new clients and maintain long‑term relationships with existing clients.
• Understand clients' financial goals and recommend suitable investment portfolios.

Job description

Company Name: Motilal Oswal Financial Services

Key Responsibilities:

• Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.
• Manage client portfolios with a book size of ₹25 Lakhs and above.
• Generate revenue through effective advisory and client activation.
• Cross-sell Mutual Funds, PMS, and Insurance products.
• Resolve client queries and complaints within the defined TAT.
• Acquire new clients and maintain long‑term relationships with existing clients.
• Understand clients' financial goals and recommend suitable investment portfolios.