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.