Equity Advisor Ahmedabad

Year Ahmedabad, Gujarat, India

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Company Name: MOTILAL OSWALPCG Advisor JDAbout thisJob Key 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. Qualifications:
Minimum Qualification Graduation & Above
Preferred Qualification: Post graduate

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