Walk In Drive || Advisor - IFA (Malad) (Mumbai)

Walk In Drive || Advisor - IFA (Malad) (Mumbai)

27 Sep
|
Motilal Oswal Financial Services (MOFSL)
|
Mumbai

27 Sep

Motilal Oswal Financial Services (MOFSL)

Mumbai

- Deliver AUM growth, Equity Sales, SIP acquisition, and revenue targets from the IFA channel.

- Achieve minimum daily talk time with IFAs and their clients.

- Increase product penetration by cross-selling equity, mutual funds, PMS, research products, and digital investment solutions.

- Improve IFA activation and ensure consistent business from active and inactive partners.

- Engage with IFAs and their clients to deliver equity advice, portfolio reviews, and suitability discussions.

- Offer timely trade ideas and customized recommendations.

- Conduct IFA meetings, webinars, training, and investor awareness programs.

📌 Walk In Drive || Advisor - IFA (Malad) (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai

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