Motilal Oswal Investment Executive
2 weeks ago
Company Overview
Motilal Oswal Financial Services Limited is a leading financial services company in India.
About the Job
As a Senior Equity Advisor at Motilal Oswal, you will be responsible for advising High Net Worth Individuals (HNIs) on equity, derivatives, currency, and commodity markets.
Key Responsibilities
- Client Management: Manage individual clients with a portfolio size of 25 lacs & above, providing them with tailored investment solutions.
- Revenue Generation: Create revenue and activate clients through effective advisory services.
- Cross-Selling: Cross-sell other financial products such as mutual funds, portfolio management services (PMS), and insurance.
- Client Acquisition: Acquire new clients and retain existing clients through regular meetings and reviews.
- Performance Monitoring: Monitor and improve advisor performance through call tracking, setting weekly targets, meetings, and conference calls.
Educational Qualifications
Minimum: Graduation & Above
Preferred: Postgraduate
Note:
Candidates should have a solid HNI/UHNI client base and be willing to bring their own clients.
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