PCG Advisor @Motilal Oswal

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.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to HR Dhanashri : 9923656681