PCG Equity Advisor @Motilal Oswal

Credicus Business Services Pvt Ltd; Pune District, Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Credicus Business Services Pvt Ltd in Pune, Maharashtra, India seeks an Equity Advisor to manage and grow a high net-worth client book. The role focuses on advising across equity, derivatives, currency and commodity markets and driving revenue through advisory services.

Responsibilities include onboarding new clients, maintaining service levels, cross-selling mutual funds, PMS and insurance, and ensuring timely resolution of client queries and complaints.

Qualifications

• Responsibilities involve advising high-net-worth clients on equity and related markets.

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.

Skills

Equity advisory

Derivatives

HNI client handling

Cross selling

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 effectiveAdvisory.
• 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 periodicmeetings.
• 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.