Department: Retail ReactivationFunction: AdvisoryCompany: Motilal Oswal Financial Services LimitedReporting to: Team Leader Retail ReactivationLocation: PAN IndiaJob PurposeThe role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments. It involves expanding client portfolios through cross-selling mutual funds, SIPs, and PMS, while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.
Key Deliverables
- Generate brokerage income by advising clients on their equity portfolios.
- Re-engage inactive clients and maintain long-term relationships.
- Keep clients updated on their orders and market developments.
- Cross-sell third-party financial products such as Mutual Funds, SIP, and PMS.
- Ensure all activities comply with regulatory standards and internal policies.
- Stay informed about market trends and updates to provide accurate advice
Role RequirementsKey Requirements
- Graduation in any stream.
- Excellent communication and interpersonal skills.
- Freshers or candidates with prior experience in financial services are welcome.
- Good understanding of equity markets and investment products.
- Ability to build rapport and maintain client relationships.
- Knowledge of compliance and risk management standards.
Why Join Us?
- Opportunity to work with a leading financial services provider.
- Dynamic and supportive work environment.
- Market-competitive salary and performance-based incentives.
- Career growth prospects within the organization.