Relationship Manager- PCG Advisory – (Commodity) Full-time
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
Posted By : MOTILAL OSWAL FINANCIAL SERVICES LIMITED
Hyderabad, Telangana (2)Chennai, Tamil Nadu (2)
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.
Role Specific Skills
- Active Listening
- Clerical
- Computers and Electronics
- Critical Thinking
- Customer and Personal Service
- Deductive Reasoning
- English Language
- Inductive Reasoning
- Information Ordering
- Near Vision
- Oral Comprehension
- Oral Expression
- Persuasion
- Problem Sensitivity
- Reading Comprehension
- Service Orientation
- Speaking
- Speech Clarity
- Speech Recognition
- Written Comprehension
- Written Expression
Any Graduate