Financial Advisor

Motilal Oswal Financial Services Limited

Nana Varachha, Surat

₹17,000 - ₹40,000 monthly

Fixed

17000 - ₹40000

Earning Potential

40,000

Work from Office

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

125 applicants

Benefits include: PF

Job Description

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.
  • 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.

 

Job role

Work location

Office 114, 1st floor, Nidhi Complex, Shree Jay Mahalaxmi Society, Chikuwadi, Nana Varachha, Surat, Gujarat, India Nana Varachha, Surat

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Past role/category experience

Trading, Asset & Wealth Management, Investment Banking, Private Equity & VC

English level

Basic English

Gender

Any gender

About company

Name

Motilal Oswal Financial Services Limited

Address

Office 114, 1st floor, Nidhi Complex, Shree Jay Mahalaxmi Society, Chikuwadi, Nana Varachha, Surat, Gujarat, India Nana Varachha, Surat

Job posted by Motilal Oswal Financial Services Limited

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