Advisory

Job Description

Motilal Oswal Financial Services LTD. Location: MALAD (Mumbai) sayali.unni@motilaloswal.com Responsible for managing assigned clients and bank branch, drive targets for broking revenue and selling advisory product (TGS/IAP Only) with the help of sales team and bank branch. Key Deliverables: Responsible to generate brokerage primarily through advising clients on their overall financial portfolio. Build and nurture long-term client relationships for retention and new business growth. Stay updated with the latest market trends and developments. Ensure all the activities are in adherence as per compliance and risk. Keeping the clients updated on their orders. Execute the orders on behalf of clients by doing Pre trade post trade confirmation. Manage inbound and outbound calls to drive revenue. Selling Advisory (TGS/IAP/MTF) products to clients. Role Requirements: Role Requirements NISM Series VIII Certification is mandatory. Graduate/Postgraduate; MBA preferred. 1 to 2 years of experience in dealing desk. Good communication skills. Knowledge of broking and operational processes. Broking industry experience preferred. (In case you are unable to apply through this portal, you may share your updated resume at sayali.unni@motilaloswal.com We’ll be happy to review your profile and connect accordingly.) Show more Show less