Motilal Oswal is Hiring for Advisor-PCG Roles. Here is everything that you need to know about this post!
Motilal Oswal job Overview
- Company – Motilal Oswal
- Role – Advisor-PCG
- Location – Mumbai, Delhi, Hyderabad
- Qualifications – Bachelor’s Degree
- Experience – Fresher or Experienced (Varies by location)
JOB DESCRIPTION
As an In Motilal Oswal Advisor-PCG, you will be responsible for providing personalized investment advice and financial planning services to high-net-worth individuals.
You will work closely with clients to assess their financial goals, develop investment strategies, and execute trades in various investment products. This role requires strong interpersonal skills, as you will be building and maintaining long-term relationships with clients. You will collaborate with a team of financial experts to deliver comprehensive wealth management solutions to clients.
Roles and Responsibilities
- Conduct financial assessments and develop tailored investment strategies based on clients’ financial goals and risk tolerance.
- Provide guidance on asset allocation, portfolio management, and investment opportunities.
- Execute trades and monitor investment portfolios to ensure alignment with clients’ objectives.
- Stay current with market trends, economic developments, and regulatory changes that may impact clients’ investment portfolios.
- Proactively communicate with clients to provide updates, address questions, and review the performance of their portfolios.
- Collaborate with internal teams to deliver a seamless client experience and cross-sell other products and services.
Basic Qualifications and Skills
- Minimum of 0-15 years of experience in financial services, preferably in wealth management or investment advisory roles.
- Strong knowledge of investment products, financial markets, and portfolio management strategies.
- Excellent communication and interpersonal skills to effectively engage with high-net-worth individuals.
- Demonstrated ability to analyze complex financial information and provide insightful recommendations.
- Relevant certifications such as CFP, CFA, or Series 7 are highly desirable. Proven track record of building and maintaining client relationships.
- Bachelor’s degree in finance, economics, or a related field.
Apply link
For Mumbai – CLICK HERE
For Delhi – CLICK HERE
For Hyderabad – CLICK HERE
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Disclaimer: The Recruitment Information provided above is for informational purposes only. The above Recruitment Information has been taken from the official site of the Organisation. We do not provide any Recruitment guarantee. Recruitment is to be done as per the official recruitment process of the company or organization posted the recruitment Vacancy. We don’t charge any fee for providing this Job Information.