Responsible to Brokerage generation primarily through advising HNI clients on their Equity portfolio.
New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables
- Ensure timely advice to customers for Equity and Derivative markets.
- Portfolio Review to be done monthly with clients for deepening the Client relationship.
- Ensure adherence to Compliance process for advice given.
- 1 New client relationship to be sourced on monthly basis with min tick size of 50 Lacs for Broking or IP revenue.
- Daily meetings to be done with existing clients and recent prospects for business.
Educational Qualifications: Graduation in any discipline, MBA Finance or any post graduate qualification.
Experience: 3+ Years in Equity / MF / PMS / Broking.
Domain Knowledge: Understanding of capital markets.
IT Skills: MS Office
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.