Motilaloswal Hiring For Equity Advisor-branch
- Motilal Oswal
- 1 - 5 years
- Delhi, NCR
- 4 years ago
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Job Description
MOFSL Greetings!!Profile - Advisor-Branch
Job Location - Delhi, Chandigarh, Indore ,Ludhiana,Lucknow
Experience - 1 to 7 Years
Candidate would be primarily responsible for bringing quality existing relationship (10-15 Customers with minimum Rs.50000 as investment amount), handling a select group of retail clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products).
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
3. Will need to be constantly updated with the market knowledge
4. Ensure all the activities are in adherence as per compliance and risk.
5. Keeping the clients updated on their orders
6. Crossing selling third party products like Mutual fund, SIP, and PMS
Besides managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products).
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
3. Will need to be constantly updated with the market knowledge
4. Ensure all the activities are in adherence as per compliance and risk.
5. Keeping the clients updated on their orders
6. Crossing selling third party products like Mutual fund, SIP, and PMS
7.Advise clients on a range of products viz. Mutual Funds, PMS in Demat , trading account and MFs, SIP , INSURANCE Commodity and currency and all the products promoted by the company.
Total Years of experience in Equity D-MAT Broking & Third party products selling Includes: PMS, Mutual, SIP,INSURANCE
preferred Broking industry experienced Candidate.
Please email me your resume at Interview Virtual over telephonic and VC
Please email me your resume at Interview Virtual over telephonic and VC
re******i@mo*********l.com
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Financial Services/Stock Broking
Role: Financial Services/Stock Broking
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Motilal OswalLocation(s): Delhi, NCR
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Keyskills: trading dmat relationship management mutual funds equity third party products demat broking
Fraud Alert to job seekers!
₹ 2,25,000 - 3,50,000 P.A
Motilal Oswal
Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...
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