41 Job openings found

Job Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. ...

Analyse financial information obtain from clients to determinestrategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans areresponsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenuegeneration through investment products. Responsible for business development through acquisition ...

Roles & Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross ...

Job Description-1. New Client Acquisition2. Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD,Unlisted shares, IAP & other services offered by MOFSL)3. Revenue generation – revenue to be generated from the all the products from sourced accounts4. Client MeetingAchieving the Business targets assigned in terms ...

Job Purpose: To expand and develop commodity business in existing branches of theregion.Job Roles: 1. Conducting Webinars and Seminars with branch and their clients.2. Need to do Continues training of branch and their staff.3. Responsible for achieving yearly targets of new client’s addition and newclient’s revenue of the region4. Handling branch Queries.5. ...

Job Purpose: Responsible for Business development through acquisition andretention of clients – Broking & Distribution. Job Roles:1. This will be B2C sales2. Managing end to end process of customer support3. Efficiently maintaining customer relationship and customer4. management.5. Providing meaningful business insights.6. Responsible for timely resolution of queries & Escalation 7. Work on adhoc ...

Motilal Oswal Financial Services Ltd About the job: Commodity Advisor -Motilal Oswal Company Description: Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Established in 1987, MOFSL has grown into a 10,500+ member team with a focus on customer-first ...

Company Name: MOTILAL OSWAL NRI Advisor JD About this Job Key Responsibilities: • Advising Super NRI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...