Hiring For Team Leader Role-Panipat - Panipat @ Motilal Oswal

Job Description

Motilal Oswal Is Hiring for Team Leader-Panipat

Profile - TL

Business -FOCO(Franchisee Office Company Operated Business)

Location - Panipat

Person who is currently on Individual role but wants to take TL profile will also be considered

KEY RESPONSIBILITIES

1. Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.

2. Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.

3. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations

4. Helping & training the Team to Handling Queries & complains of client's & solving it withinTAT.

5. Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.

6. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

7. Monitoring, Motivating & enhancing FOCO Advisors (Team) Advising skills through Call tracking, weekly targets & meetings, con calls.

8. Visiting respective franchisees where FOCO advisors are placed

9. Daily/ Weekly & Monthly Review with BAs along with FOCO advisors

10. Monthly Review with HO-Seniors

Specifications Required

• Good communication skills & Knowledge of broking & operations knowledge.
• Risk profiling of client along with technical and fundamental understanding.
• Knowledge of trading applications, MS Office, PPT Preparation etc.

Interested candidate can share their CV on an***********g@mo*********l.com with subject 'Application for FOCO TL-Panipat'

Job Classification

Education

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Keyskills:   Terminal Operations equity derivatives team handling Franchisee Management Cross Selling Equity Advisory Trading Equity Trading Dealing Revenue Generation