PCG Advisor @Motilal Oswal

Credicus Business Services; Mumbai, Mumbai Suburban; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Credicus Business Services seeks a PCG Equity Advisor to guide Super HNI clients in equity, derivatives, currency and commodity markets. You will manage a client book size of 25 lacs and above, drive revenue through effective advisory, and activate new clients while cross-selling mutual funds, PMS and insurance.

Responsibilities include profiling clients via in-depth financial reviews, analysing information, and recommending suitable portfolios.

Qualifications

• Experience advising high-net-worth individuals on equity, derivatives, currency and commodities markets.
• Handling a client book size of 25 lacs and above.
• Cross-selling of mutual funds, PMS and insurance to clients.

Responsibilities

• Advise Super HNI clients on portfolios and market opportunities.
• Manage client queries and resolve complaints within TAT.
• Acquire new clients and retain existing ones through regular meetings.
• Profile clients by in-depth financial review and needs analysis.

Skills

Equities advisory

Derivatives

FX & Commodities

Client relationship

Job description

Position: PCG Equity Advisor

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.