· Handling team of Advisors TL/Dealers. Monitoring their performance, revenue generation and cross sales.
· Maintaining relationship with Premium clients.
· Advising clients on Equity, Derivatives Markets.
· Creation of revenue & Activation of clients through effective Advisory.
· Cross selling of other products like Mutual fund, PMS, Insurance.
· Handling Queries & complains, handling escalations and redressing queries within TAT.
· 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.
· Responsible to train and develop exiting team to next level.
Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

📌 Group Advisory Leader-Branch (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai