Responsible to Brokerage generation primarily through advising clients on their Equity portfolio.
Recent client acquisition for Broking , Investment products
PMS/MF/Fixed Income and Insurance on as per assigned targets.
Key Deliverables
1. Ensure timely advice to customers for Equity markets.
2. Portfolio Review to be done monthly with clients for
deepening the Client relationship.
1. Ensure adherence to Compliance process for advice given
2. 2 New to Firm relationship to be sourced on monthly basis.
3. Daily meetings to be done with existing clients and new
prospects for business.
1.
Must have exp in using Terminal.
- Educational Qualifications: Graduation in any discipline, MBA
Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
Preferred candidate profile
Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.