& above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS...Company Name: MOTILAL OSWAL PCG Advisor JD About this Job Key Responsibilities: Advising Super HNI clients...
& above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS...Company Name: MOTILAL OSWAL PCG Advisor JD About this Job Key Responsibilities: Advising Super HNI clients...
Skill: HNI client handling, Exp. on PMS, Mutual Fund, AIF and Insurance Product, Good Communication skillsQualification...: Demonstrate expertise in PMS, Mutual Funds, AIF, and Insurance products to effectively meet clients' needs and enhance...
to Export Import companies Fund Management to UHNI and Family Offices in India..- Maintaining proper records of leads created.../wealth advisor in next 1- 2 years or managerial role.Experience/Eligibility & Skill Set Required:- Graduates from only top...
Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client... & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Qualifications...
strategies within the AMC domain. This includes working closely with fund managers, portfolio managers, operations, risk... to stakeholders. Build strong relationships with fund managers, traders, risk teams, compliance officers, and other stakeholders...