Role Designation: FOCO HO - Advisory Team Leader
Department: Franchisee
Company: MOFSL
Location: MOT
Key Deliverables:
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 within TAT.
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, analysing information & recommending portfolios.
7. Monitoring, Motivating & enhancing FOCO Advisor’s (Team) Advising skills through call tracking, weekly targets & meetings, con calls.
8. Visiting respective franchisee’s where FOCO advisors are placed
9.
Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors
10. Monthly Review with HO-Seniors
Role Requirements
- Educational Qualifications: Graduation in any discipline.
- Experience: 2+ Yrs of experience in financial markets in a leadership role.
- Knowledge: Basic Knowledge of stock market,Valuable communication skills and sales attitude.
- IT Skills: Knowledge of trading applications , MS Office
- Behavioural Skill – Leadership, People Management, Interpersonal/ relationship management skills.
- Technical Skills – Knowledge of Financial products, Analytical ability, Customer orientation
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.