Posted:19 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

ROLES & RESPONSIBILITIES: -

  • Achieve monthly targets of

    75 Demat

    and

    25 Margin accounts

    (25k average margin), with

    2x revenue

    in the first year and

    3x

    in subsequent years.
  • Conduct a minimum of

    3 client meetings

    and

    1 branch visit daily

    to drive sales and strengthen relationships.
  • Ensure

    at least 12 First Trades

    per month through follow-ups and client engagement.
  • Execute all

    promotions, contests, and marketing campaigns

    effectively across assigned branches.
  • Conduct 4 training sessions monthly

    for partners and bank staff to enhance product awareness.
  • Support

    channel partners on joint client calls

    and assist in lead conversions.

To schedule your interview send your CV through WhatsApp (number mentioned below)

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Motilal Oswal Financial Services (MOFSL) logo
Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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