18 Sep
|
Motilal Oswal Financial Services
|
India
18 Sep
Motilal Oswal Financial Services
India
Manage and monitor client portfolios regularly to assess risk and performance.
Understand client financial goals and provide appropriate investment solutions.
Build and maintain robust relationships with clients and franchise partners.
Generate revenue through client acquisition, trading and investment products.
Promote and cross-sell products such as Equity, Mutual Funds, SIPs, PMS,
Bonds, Insurance and other investment solutions.
Conduct regular client meetings, follow-ups and portfolio reviews.
Generate leads and convert prospects into active clients.
Achieve assigned revenue,
account-opening and business targets.
Ensure timely client servicing and maintain high-quality relationships.
Follow all regulatory, compliance and organizational guidelines.
📌 Equty Advisor Kolkata (India)
🏢 Motilal Oswal Financial Services
📍 India