Financial Advisor

1 week ago

LOCALITY Vadodara, India Motilal Oswal Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

dvisory Profile.

1) Responsible to generate brokerage primarily through advising clients on their equity portfolio.

2) Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.

3) Will need to be constantly updated with the market knowledge.

4) Ensure all the activities are in adherence as per compliance and risk.

5) Keeping the client updated on their orders, cross selling products like mutual fund SIP and PMS.

6) Going for meeting the clients if necessary.

7) Excellent communications is a prerequisite for this profile.

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