Motilal Oswal Financial Services Limited

Equty Advisor

Motilal Oswal Financial Services Limited
Elgin, Kolkata/Calcutta
₹18,000 - ₹27,500 monthly*

Fixed

₹18,000 - ₹25,000

Average Incentives*

₹2,500

Earning Potential

₹27,500

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

19 applicants

19 applicants

Benefits include: PF, Mobile Allowance, Health Insurance, ESI (ESIC)

Benefits include: PF, Mobile Allowance, Health Insurance, ESI (ESIC)

Job Description

  • Company Name - Motilal Oswal
  • Job Role - Equity Advisory
  • Location - Kolkata
  • Manage and monitor client portfolios regularly to assess risk and performance.
  • Understand client financial goals and provide appropriate investment solutions.
  • Build and maintain strong relationships with clients and franchise partners.
  • Generate revenue through client acquisition, trading and investment products.
  • Promote and cross-sell products such as Equity, Mutual Funds, SIPs, PMS,
  • Bonds, Insurance and other investment solutions.
  • Conduct regular client meetings, follow-ups and portfolio reviews.
  • Generate leads and convert prospects into active clients.
  • Achieve assigned revenue,
  • account-opening and business targets.
  • Ensure timely client servicing and maintain high-quality relationships.
  • Follow all regulatory, compliance and organizational guidelines.

Job role

Work location
Work locationConstantia Building, Rawdon Street, Mullick Bazar, Taltala, Kolkata, West Bengal, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsSales, Cross selling, Sales follow-ups, Relationship management, Risk management, Revenue generation, Mutual funds, Revenue growth, Sales follow up, Investment Advisory, Equity Trading, SIP Plans, Mutual Funds Sales, SIP Sales, Mutual Fund Sales
English level
English levelBasic English
Regional language
Regional languageFluent in speaking Hindi
Degree/ Specialisation
Degree/ SpecialisationAny B.Sc, Any Bachelor of Banking and Insurance, Any Bachelor of Economics, Any Bachelor of Financial Management, Any BBA, Any Bachelor, B.Com in Financial Markets (Atleast one)
Age limit
Age limit20 - 35 years
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressConstantia Building, Rawdon Street, Mullick Bazar, Taltala, Kolkata, West Bengal, India
Job posted by Motilal Oswal Financial Services Limited

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You can expect a minimum salary of 18,000 INR and can go up to 27,500 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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