- Company Name - Motilal Oswal
- Job Role - Equity Advisory
- Location - Kolkata
- Manage and monitor client portfolios regularly to assess risk and performance.
- Understand client financial goals and provide appropriate investment solutions.
- Build and maintain solid 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.