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Equity Dealer

Motilal Oswal Financial Services Limited

Surat, Gujarat, India · 정규직

가장 먼저 지원하세요

경험
어느
샐러리
INR 25,000 – INR 60,000 / month
채용 공고
1
게시됨
3시간전
작업 모드
사무실에서
재개하다
신청 시 필수 사항

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직무 설명

About the Company

Motilal Oswal Financial Services Limited is a leading financial services provider.

Role Overview

The position available is for an Equity Advisor / Dealer responsible for handling various aspects of equity dealing and advisory services.

Key Responsibilities

  • Execute orders on behalf of clients efficiently and accurately.
  • Provide expert advisory services aimed at increasing Assets Under Management (AUM) and promoting relevant financial products.
  • Engage in cross-selling a wide range of third-party investment products, including insurance, mutual funds, portfolio management services (PMS), systematic investment plans (SIPs), tax-saving schemes (TGS), alternative investment funds (AIF), bonds, fixed deposits (FD), unlisted shares, Investment Advisory Products (IAP), and other offerings from MOFSL.
  • Acquire new clients while maintaining and retaining the existing client base.
  • Conduct client meetings to understand their investment needs and offer tailored solutions.

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