Financial Advisor
1 day ago
About the job
Company Name: Motilal Oswal Financial Services Ltd
Designation: Financial Advisor (Adviser - Dealer)
Location: Varachha Main Road, Surat
Job Responsibilities:
- Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.
- Aquire target based new Big HNI, HNI clients and manage stocks portfolio.
- Business/ Operational/ Functional/ Financial Perspective:
- Execute the orders on behalf of clients by doing pre trade - post trade confirmation.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.
- Responsible to ensure all activities are in adherence as per Compliance.
- Responsible to generate brokerage primarily through giving MOFSL research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- Responsible for reactivation of dormant clients.
- Ensure growth in client by converting leads.
- To enhance profitability of the business by ensuring cross selling of other financial products of the organization like mutual funds, insurance, FD, IPO, PMS etc.
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