28 Sep
|
Motilal Oswal Financial Services (MOFSL)
|
Mumbai
28 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