Financial Advisor

21 hours ago

SMVS Swaminarayan Temple BRTS Surat, India Motilal Oswal Financial Services Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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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