Equity Advisory

1 week ago

Borivli, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  1. Developing & Managing Franchisee Business Partners of specific region.

  2. Managing day to day or daily client risk.

  3. To coordinate with CSE for account opening along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.

  4. Keep a check on Revenue generation, Brokerage and Account opening.

  5. Cross-Selling of products related to Equity, derivatives & Insurance.

  6. Conduct meetings Personal and Video Call with Business Partner & Clients.

  7. To Deliver Regular Webinar and Seminar for Business Developments.

  8. Set the Right Processes in the team and automate wherever required.

  9. coordinating with different departments for smooth transactions

Preferred candidate profile

Langague - Malayalam and Telugu

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