Please read the job description very carefully before applying.
Company: Motilal Oswal
Experience: 5+ years
Location: Hyderabad (on-site)
Interview: face-to-face
Interview date: 26th July 2023 at 10 AM - 4 PM
Ideal candidate: The experienced professional with NISM VIII certificate, should have experience of 5+ years in handling HNI or UNI clients.
Role & 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, analyzing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Note: The interested candidate should be currently living in Hyderabad.
If your profile matches, we will contact you for further steps.
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