Equty Advisor
Motilal Oswal Financial Services LimitedFixed
₹15,000 - ₹20,000
Earning Potential
₹20,000
Fixed
₹15,000 - ₹20,000
Earning Potential
₹20,000
Work from Office
Full Time
Any experience
Basic EnglishJob highlights
5 applicants
Benefits include: PF, Mobile Allowance, Health Insurance, ESI (ESIC)
Job Description
- Manage and monitor client portfolios regularly to assess risk and performance.
- Understand client financial goals and provide appropriate investment solutions.
- Build and maintain strong relationships with clients and franchise partners.
- Generate revenue through client acquisition, trading and investment products.
- Promote and cross-sell products such as Equity, Mutual Funds, SIPs, PMS,
- Bonds, Insurance and other investment solutions.
- Conduct regular client meetings, follow-ups and portfolio reviews.
- Generate leads and convert prospects into active clients.
- Achieve assigned revenue,
- account-opening and business targets.
- Ensure timely client servicing and maintain high-quality relationships.
- Follow all regulatory, compliance and organizational guidelines.
Job role
Job requirements
About company
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Tata Aia Life Insurance Company LimitedFull TimeAny experienceBasic EnglishYou can expect a minimum salary of 15,000 INR and can go up to 20,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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