· 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