Responsible to Brokerage generation primarily through advising HNI clients on their Equity portfolio.
Recent 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 Current 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 current 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.