- Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.
- Recent client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targets.
Key Deliverables
1. Ensure timely advice to customers for Equity and Derivative markets.
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to the Compliance process for advice given.
4. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.
5.
Daily meetings to be done with existing clients and new prospects for business.
Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o 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.