Live opening · Posted 5 days ago

PCG Advisor

Motilal Oswal · Mumbai, Maharashtra, India (On-site)

Linkedin No

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At a glance

The key details from the original listing.

Posted 5 days ago

CompanyMotilal Oswal

LocationMumbai, Maharashtra, India (On-site)

Work modeNo

SourceLinkedin

Listed5 days ago

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About the role

Description supplied by the original job listing.

Company Name: Motilal Oswal Financial Services
Hiring: PCG Advisor
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.
If you're interested, please share your updated resume.
Regards,
Hr. Priyanka 7875990932

Work arrangement
No

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