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PCG Advisor - Mumbai
3-8 years
₹ 10 - 20L/yr
Mumbai Suburban, Mumbai
10 vacancies
PCG Advisor - Mumbai
Motilal Oswal Financial Services
posted 2d ago
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Fixed timing
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Job Description
Role & responsibilities
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
Preferred candidate profile
- Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
Interested candidates can share their resume on divya.sharma@motilaloswal.com
Employment Type: Full Time, Permanent
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Morning meeting and motilal oswal is very poor with its f& f process. It's been 10 months since I left motilal and still my uan end date is not updated.
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Motilal Oswal Financial Services Mumbai Office Location
400025
