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Senior Equity Dealer @Motilal Oswal

Credicus Business Services
Posted on
Credicus Business Services logo

Experience
3 - 8 yrs
Salary (CTC)
₹5L - ₹13L
Job Location
Mumbai, India
Vacancy
15
Designation
Senior Equity Dealer
Job Type
Not specified

Job Description

Position: PCG Equity Advisor


Key Responsibilities:

  • Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets.
  • Manage client portfolios with a book size of 25 Lakhs & above.
  • Generate revenue through investment advisory and client activation.
  • Acquire new clients and maintain strong relationships with existing clients.
  • Cross-sell Mutual Funds, PMS, Insurance, and other investment products.
  • Resolve client queries and ensure timely service.
  • Conduct portfolio reviews and recommend suitable investment solutions.
  • Achieve business targets while delivering excellent client service.

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

HR Vaishnavi:9158043197

No Referrers Available

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