Job Opportunities in India


September 27, 2024

Motilal Oswal (Value Management)

Bhagalpur

FULL TIME


Equity Dealer

KRA
Profile : (Sales and Service ):
  • Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
  • Acquisition, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
  • Procuring the potential clients through networking, database, market analysis and references.
  • Generating cross-sell revenue and doing 360-degree financial planning by wealth management.
  • Managing and improving relationship values through latest updates & development in market.
  • Liaison with operations team to resolve queries and revenue generation.
  • Comply with organizational guidelines and norms.
  • Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
  • Identifying, acquiring, developing and maintaining customer relationships.
  • Maintaining up to date knowledge of competitor activity, products and services.
Desired Competencies for all the position
  • Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s , loans and Insurance
  • Excellent communication skills
  • Excellent objection handling and conflict management skills
  • Excellent relationship management skills
  • Efficient selling skills.
  • NISM certified candidates will be preferred.
Others : Two- wheelers will be preferred
.
Job Type: Full-time
Pay: ₹8,000.00 - ₹12,000.00 per month
Experience:
  • total work: 1 year (Preferred)
Work Location: In person

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